How to Create the Fees?

 

To create fees, the Super User/Partner can access the Fees Master module and follow these steps.

STEP 1 : Go to the Fee Master module and click on the Create Fee Button.

 

 

STEP 2 : Create fees popup window appears on the screen.

 

 

STEP 3 : Enter the category in all three languages ​​(English/French/Dutch)

 

STEP 4 : Enter the Category of fees in all three language.

 

STEP 5 : Enter the Description of Service in all three languages.

Note : The details entered here will appear in the Task type along with the Fees code during Task creation in the Task module.

 

 

STEP 6 : Enter the Fee amount

 

STEP 7 : Enter Fee Type Estimated Time, Fee Amount is proportional to Estimated Time (For example: If task fee amount is 100 Euro and Estimated Time is 60 minutes and consultant booked timesheet for 30 minutes then the client will be charged 50 Euro)

 

STEP 8 : Select the relevant check boxes if the created fees belong to the category.

 

STEP 9 : click on the submit button to crate, created fees will appear in the list view and can be edited.

 

Note: Click on the Cancel/”X” button to cancel the fee creation.