Fee Templates
Using Fee Templates
Fee Templates are designed to provide a basic fee structure which can then be customized.
1. Ensure Fee Template is configure...
Wed, 22 Apr, 2015 at 11:59 PM
Creating a Fee Template
1) Navigate to the Activities menu -> Maintain Lists.
2) Locate Fee Templates in the left-hand grid. The existing Fee Templat...
Thu, 23 Apr, 2015 at 12:13 AM
Packaged Templates
Where the client family is offered a single price for a complete package, templates can be used to bundle fees into this single price. ...
Thu, 23 Apr, 2015 at 12:04 AM