Fee Types allows you to set fee structures and tax rates that can be used when creating an Application Payment Type in Sales+.
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
- In the Configuration box, click Dropdown Lists
- Click Fee Type
- On the top right corner, Click Add Fee Types
- Enter a Fee Type Name
- Select a Tax Rate
- Enter a Default Amount
- Enter a Default Invoice Item Description
- Enter an Account Code and Account Description
- Use the Toggle to set Fee Type as Active
- (Optional) Click Add Another Fee Type if required
- Click Save
- Your newly added Fee Type will now appear on the list