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How to Copy a Client Fee Predefined Template

  1. From the Client Fee List Page, click the New icon in the toolbar.

  2. The popup window opens. Select Copy Predefined Template.

  3. Select the template in the dropdown.

  4. Select the OK button.

  5. The Template copies and displays at the end of the list section on the Client Fee List Page.

  6. Click the hyperlinked Client Fee Id Number of the new entry and the Client Fee Details screen opens.

The Client Fee Details screen opens. Complete the Client Fee Details screen as previously described.