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How To Set Up Fee Types Dropdowns

Fee Types allows you to set fee structures and tax rates that can be used when creating a payment.

Required LRM Access: Owner or Admin or Sales Admin

NOTE: You will only be able to set up Fee Types if you have Billings and Payments enabled in Connected Apps.

1

Navigate to  LRM > Settings

2

  1. In the Configuration box, click Dropdown Lists
  2. Click Fee Type
  3. On the top right corner, Click Add Fee Types
  4. Enter a Fee Type Name
  5. Select a Tax Rate
  6. Enter an Amount
  7. Enter a Default Invoice Item Description
  8. Use the Toggle to set Fee Type as Active
  9. (Optional) Click Add Another Fee Type if required
  10. Click Save
    • Your newly added Fee Type will now appear on the list

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