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Maintain Client Fees

Use the Fees tab in the Client dialog box to maintain fees for a client.

To maintain client fees

  1. In the Navigation pane, click System Codes and Settings > Accounts > Client.

Client panel

Tip: To limit the clients that display in the data grid, click one or more check boxes next to a column heading. In the Filter box, type one or more characters and then press Enter. To clear a filter, clear the check boxes and then click the Refresh icon.

  1. In the data grid, click the Edit icon and then click Fees.

Client dialog box - Fees tab

Free Demand Days: Number of "grace" days to grant to a client when receiving new business.

Applies to PU: If selected, Latitude doesn't apply fees to the "Paid Us" payment type for the number days indicated in the Free Demand Days box.

Applies to PC: If selected, Latitude doesn't apply fees to the "Paid Client" payment type for the number days indicated in the Free Demand Days box.

Applies to PA: If selected, Latitude doesn't apply fees to the "Paid Agency" payment type for the number days indicated in the Free Demand Days box.

Blanket SIF %: Percentage of the account balance that the client requires as a minimum to consider an account settled in full.

Maximum Surcharge: Maximum surcharge amount on payments received. For more information, see Surcharge Rules.

  1. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Data Grids

Surcharge Rules

Clients