Fees - Paper Fees
This article is part of the Fees section.
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Paper Fees are a way for you to charge clients who receive paper copies of invoices, instead of emails. It does not take into consideration documents, so fees will only apply to clients that do not have an email address ticked for invoices or who have Always Print Invoices ticked. An alternative option is Green Fees.
The fee amount is set against the "Paper Fee Value" System Setting. You can also customise the description with the "Paper Fee Description" System Setting.To run the Paper Fees process:
- Navigate to the main Clients tab.
- Click Global to open the Client Global Actions menu.
- Select the Management Fees tab.
- In the Management Fee Type Dropdown, select Process Paper Fees.
- Select the Charge Date Code and Charge Date you want to run paper fees for.
- Tick Sold Clients to include exited clients.
- Select All Developments, or choose an individual development or Range of Developments.
- This will enable the Property dropdowns where you can select specific properties to process fees for.
- Office and Unit Type are optional fields that allow you to further filter your prelist.
- Budget Heading is also optional.
- Click Print Prelist to preview the clients that will have fees applied.
- When you are happy with the prelist, click Process Paper Fees.
- A pop-up will ask you to confirm you want to process fees for x number of properties. Click Yes to proceed.
- A progress bar will appear at the bottom left of the screen.
- A pop-up will confirm the process has completed successfully and provide you with a batch number.
- The fee will now be on the Charge Transaction tab of the relevant client accounts, ready to be picked up on the next invoicing run.
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