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Add a Fee Schedule
Use the Fee Schedule dialog box to add a fee schedule.
To add a fee schedule
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In the Navigation pane, click System Codes and Settings > Accounts > Fee Schedule.
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Click the plus sign (+). The Fee Schedule dialog box appears.
Fee Schedule Code: Unique number that identifies the fee schedule. Latitude assigns this number.
Fee Schedule Name: Description of the fee schedule.
Fee Schedule Type: Method for calculating fees.
From Date (available for age-based fee schedules only)
Received Date: Calculate fees starting on the account placement date.
Client DLP: Calculate fees starting on the date of the last payment to the client.
Client DLC: Calculate fees starting on the date of the last charge to the account.
Our DLP: Calculate fees starting on the date of the last payment to your organization.
[Blank]: Calculate fees starting from a user-defined date. These options represent the user-defined dates from your organization's control file.
To Date (available for age-based fee schedules only)
Entered Date: Calculate fees up to the payment entry date.
Received Date: Calculate fees up to the account placement date.
Client DLP: Calculate fees up to the date of the last payment to the client.
Client DLC: Calculate fees up to the date of the last charge to the account.
Our DLP: Calculate fees up to the date of the last payment to your organization.
[Blank]: Calculate fees up to the user-defined date. These options represent the user-defined dates from your organization's control file.
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Complete the information and then click Save.