Billing Style & Fee Schedule

Fee Schedules

If you're brining in current client accounts, fee information may be uploaded at the same time. Moving forward post-onboarding, Fee structures are created using the Fee Schedule Assignment App (Enterprise) or the Billing Audit (Database).

Below is a screenshot of the fee schedule set-up page. The % and breakpoints are in the "Structure" section (not shown).

Billing Terms & Styles