Fees - Green Fees
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Green Fees are an alternative to Paper Fees which you can use to encourage your clients to go paperless. They are set against the Unit Type on the property.
When you process Green Fees, all clients that do not have an email address ticked For Documents and For Invoices on their account will receive a charge. If clients have these ticked, but have Always Print Invoices ticked on their account they will also receive a charge.
Please contact Support to configure Green Fees for your company.
You will need to let us know:
- The fee to be applied against each Unit Type.
- The Charge Description that should appear on the invoice.
- Whether the fee includes VAT.
- Which Nominal to post the fees to.
- If fees should be applied to new owners, or if you would like a grace period until after the first invoice.
Processing Green Fees
You should do this before you run your invoices.
- Navigate to the Clients tab.
- Click Global to open the Client Global menu.
- Select the Process Green Fees tab.
- Select a Charge Date Code and the correct date in Process Fees For Period Ending.
- You can also filter by Office or Unit Type if you would like to run the fees in smaller batches.
- Select All developments, or a consecutive Range of developments. You can also select an individual development.
- Click Refresh Prelist to view the fees to be applied.
- Right-click on the prelist and select Export to export the list.
- If you are happy with the prelist, click Process Fees.
- A pop-up will confirm the fees have been processed, and provide you with a Batch Number.
- The fees will now be visible on the Charge Transactions tab for each client, ready to be picked up on the next invoice run.
Amending Green Fees for an individual client
If a client qualifies for Green Fees, the correct rate for their Unit Type will be applied automatically.
The fee can be viewed in the Properties tab on the Development.
You can choose to override the default fee for an individual client.
To do this:
- Open the Client account and select the Account tab.
- In the Green Fee (Ex. VAT) field, enter the amount you want to charge that client.
- You can also set this to 0.00 to remove the fee completely.
- Click Save in the top left corner.
When a property is sold, the new owner will have the default fee applied and not the adjusted fee you set against the seller.
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