Assess Business License Fees
  • 15 Jun 2024
  • 1 Minute to read
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Assess Business License Fees

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    Light
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Article summary

  • From a business license, click Fees
  • Click the Actions button
  • Select Assess Fees
    Businesses, Fees, Actions, Assess Fees.jpg


Select Fees

  • Select fee(s) you would like to assess, then click Next
    Business License, Fees, Assess Fees Modal 1

  • If you don't see the fee you need to assess, click All to see all fees.


Recommended Fees & All Fees Tabs

  • By default, when you assess fees, the Recommended Fees tab will be open. If you don't see the fee(s) you need to assess on the Recommended Fees tab, switch to the All Fees tab.
    Businesses, Assess Fees, Recommended, All.png


Add Note to Fees

  • After selecting fees to assess, click Next
  • You can add optional notes and can choose to include the notes on the invoice and receipts
    Business Licenses, Assess Fees, Include Notes on Invoices.png


View Notes in Grid

  • Notes added when assessing fees can be viewed in the Fees grid.
    Business Licenses, Fees, Notes Column Populated.png


View Notes on Invoice or Receipt

  • When assessing fees, if you add a note and choose Include notes in invoices and receipts, notes will be seen here, on the invoice:
    Business License Fees, Notes on Invoice Example.png


View fee notes on payment receipt

Fee note on receipt3