Assess Misc Fees
  • 15 Jun 2024
  • 1 Minute to read
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Assess Misc Fees

  • Dark
    Light
  • PDF

Article summary

  • In the left navigation, click Misc Fees
  • Click the Actions button, then select Assess Fees
    Misc Fees, Actions, Assess Fees.png



Select Fees

  • Select the fees you want to assess, then click Next
    Project Fees, Assess Fees Modal 1.png


  • Review the fees you assessed and click Back if you need to add/remove fees.
  • Click Save.
    Project Fees, Assess Fees Modal 2.png


  • Update the Assessed to field:
    Misc Fees, Recalculate Fee, Assessed To field.png


Fee Notes

Notes in the Grid

If you add a note to the fee, you can view the notes in the grid like this:
Misc Fees, Notes Column.png


Notes on Invoices or Receipts

When assessing fees, if you add a note and select Include notes in invoices and receipts, notes will be shown like this:
MIsc Fees, Fee Notes, On Invoice.png