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Wisenet

      How To Set Up Fee Types

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

      Required LRM Access: Owner

      1

      Navigate to the Fee Types page

      1. LRM > Settings > Dropdown Lists (in the Configuration section)
      2. Click Fee Types

      2

      Add a Fee Type

      1. Click Add Fee Types
      2. Enter a Fee Type Name
      3. Select a Tax Rate
      4. Enter an Account Code and Account Description
      5. Use the Toggle to set as Active/Inactive
      6. (Optional) Click Add Another Fee Type
      7. Click Save

      NOTE: The Name, Account Code, and Account Description do not appear on quotes or invoices. Only the Tax Rate (e.g., 10%) appears on quotes and invoices.

      3

      Edit a Fee Type

      1. Click on the Fee Type Name
        • The Update Fee Type drawer opens.
      2. Edit one or more fields:
        • Name
        • Tax Rate
        • Account Code
        • Account Description
        • Active yes/no
      3. Click Save
      Next Step

      Finance Item Dropdowns Settings