Fee Management

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Fee Management tracks account-level fees that change the account Current Balance. Fees appear on the Fees tab in the account detail area.

Preview and add a fictional $5 Late Fee, verify the audit entries, then delete it to restore the Current Balance.

What Fees Track

The Fees tab shows every posted fee for the account.

Column	Description
Added	Date and time the fee was posted
Fee type	Fee label, such as Collection Fee or Attorney Fee
Amount	Dollar amount added to the account
Calculation	Flat amount or percentage calculation
Pre-fee balance	Current Balance before the fee was added
Description	Optional supporting detail

The footer totals the displayed fee amounts.

Add a Fee

Users with the ADD_ACCOUNT_FEES permission can add fees from the account Fees tab.

1. Open an account.
2. Select the Fees tab.
3. Click Add Fee.
4. Select or enter a Type.
5. Choose Flat Amount or Percentage.
6. Enter the amount or percentage.
7. Add an optional Description.
8. Review Current Balance, Fee, and New Current Balance.
9. Click Add fee.

Supported default fee types are Collection Fee, Attorney Fee, Court Fee, Late Fee, NSF / Returned Payment Fee, and Reimbursed Fee. The type field is editable, so your organization can enter another label when needed.

Calculation Rules

Calculation	Rule
Flat Amount	Adds a fixed dollar amount greater than zero
Percentage	Calculates the fee from the account Current Balance

Percentage fees require a Current Balance greater than zero and cannot exceed 100%.

What Changes After Saving

When a fee is added:

• The fee is stored with the pre-fee balance snapshot.
• The account Current Balance increases by the fee amount.
• The account Last Worked date is updated.
• The account log records the fee addition.

Delete a Fee

Users with fee delete permission can delete eligible fees from the Fees tab. Deleting a fee reverses the fee amount from Current Balance and records the deletion in the account log.

Delete buttons only appear for fees you are allowed to delete.

Import Fees

Account imports can also add fees during import configuration. The import fee options are:

Option	Result
No Fee	No import fee is added
Flat Amount	Adds the configured amount to each imported account
Percentage	Calculates the fee from each imported account Current Balance

Related Topics

• Account Tabs - Account detail tabs
• Import Accounts - Import configuration
• Payment Processing - Payments and payment plans