Creating a New Automatic Service Fee Rule Set
Create a rule set.
- Select Setup, Automatic Service Fees,
- Add a new automatic service fee rule set to the table per below. The example will use code 001 for leisure clients. You may create as many rule sets as you require. Typically you would have at least one for Debtors and one for Leisures that you would apply to the majority of your clients.
- To create a new Service Fee Rule set, simply click on and add your key and rule Description :