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:
- Go to the Record page.
- Click on the Payment step.
To add a Fee:
- Click on "+ Add Fee" in the Payment Section.
- Select the Fee from the drop down menu that appears.
- Click Add. The total will automatically recalculate.
To remove a Fee:
- Click on the X next to the fee you wish to remove.
- 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:
- Click on Add New at the top of the Timeline.
- Choose Payment.
- Follow the steps above to add the new fee(s).