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How to Modify a Client Fee

  1. Select the Search icon.
  2. Type Client Fee in the Search bar.
  3. Click to select “Client Fee (My Office)” from the search results.
  4. The Client Fee list page opens. Select the filter criteria to display the record(s) you want to modify.
  5. Click the Apply Filter button. The results are displayed in the list section.
  6. Find the client fee you want to change and click the hyperlinked Client Fee Id number in the Client Fee Id column.
    The Client Fee Details screen opens.
  7. Make changes to the Client Fee Details screen.
  8. When you have modified all the categories you want, click the Save button in the toolbar.