Add a fee model

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

When you define a fee, you can optionally specify the method used to calculate it, either fixed value or percentage. The platform provides a variety of calculation methods for this purpose. For more information, refer to Fee models.

To add a fee model:

  1. From the main menu, select Setup > Fee models.
  2. On the Fee models screen, select Create.
  3. On the Add fee model screen, enter a name for the fee model in the Name field and select Finish.

The new fee model is detached by default. You must attach it to an organization, a program, or an account. For details, see Attach a fee model.