To add a fee to a fee model:

1. On the Main menu, select Configurations > Fee models.
2. Do one of the following:
   • To add a fee to the default fee model attached to the organization, select Details. Skip to step 4.
   • To add a fee to a different fee model, select the fee model in the results list.
3. On the Fee model details screen, open the Fees tab.
4. On the Fees tab, select Add fee.
5. On the Fee description screen, type a name for the fee in the Name field.
6. Select one of the following to specify whether the fee generates a transaction:
   • Yes, it generates a transaction
   • No, it does not generate a transaction
7. If the fee does generate a transaction, do the following:
   1. In the ID and Type fields, select the transaction ID to be used.
   2. In the Calculation basis field, select one of the following:
      • Principal amount: Taxes are applied to the original transaction amount only. This is the default.
      • Contract amount: Taxes are applied to the original transaction amount plus fees.
8. Select one of the following to specify the calculation method:
   • Fixed
   • Greater
   • Percentage
   • Daily percentage
   • Compound interest
   • Accumulator
   • Price table
   • Aging
   • IOF

📘

For more information about calculation methods, refer to Fee models.

9. Select Next.
10. On the Processing code screen, choose the Select button for each processing code that to which you want to link. For more information, see Processing codes.
11. Select Next.
12. On the Review screen, select Finish.

Edit or delete a fee

📘

You can delete the fees in a fee model, but not the model itself.

To edit or delete a fee:

1. On the Main menu, select Configurations > Fee models.
2. On the Fee Model Details screen, open the Feestab.
3. Select the fee you want to add or delete.
4. On the Fee details screen, do one of the following:
   • To edit a fee, select Edit and then follow the steps in Add a fee model .
   • To delete a fee, select its Delete fee button then select Yes in the confirmation dialog.