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    Assess Permit Fees
    • 26 Oct 2023
    • 1 Minute to read
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    Contents

    Assess Permit Fees

    • Updated on 26 Oct 2023
    • 1 Minute to read
    • Contributors
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    Article Summary

    About assessing permit fees

    In most jurisdictions' workflows, fees must be assessed and paid before a permit can be issued. In most workflows, when you update the status on a Permit Issuance step, you will be reminded to assess and take payment on fees first.
    Awaiting payment before permit issuance in the workflow.png

    Related resource: When a Workflow Step Requires Fee Assessment or Payment


    How to Assess Fees

    In the permit, click Fees, then the Actions button dropdown, and select Assess Fees.
    Fees, Actions, Assess Fees.png


    Select the fee(s) you need to assess
    Select fees to assess.png


    Add optional notes and choose if you want the notes included on invoices and receipts:
    Assess permit fees, include note on invoice.png


    Enter Payment After Assessing Fees

    After assessing fees, you are given the option to enter a payment now or return to fees and enter a payment later.
    Success enter a payment.png

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