How to Add or Remove a Fee in a Record

Please note: Only Administrator and Record Type Administrators are able to add or remove fees and add new Payment steps.


Adding or Removing Fees in an Active or Future Payment Step:

  1. Go to the Record page.
  2. Click on the Payment step.

To add a Fee:

  1. Click on "+ Add Fee" in the Payment Section.
  2. Select the Fee from the drop down menu that appears.
  3. Click Add.  The total will automatically recalculate.

To remove a Fee:

  1. Click on the X next to the fee you wish to remove.
  2. Click Remove on the pop up that appears.



Adding a New Payment Step: 

If a Payment step has already been completed, you cannot add fees to that step.  Instead, you must add a new Payment step:

  1. Click on Add New at the top of the Timeline.
  2. Choose Payment.
  3. Follow the steps above to add the new fee(s).


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