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Latitude Help
Maintain Client Fees
Use the Fees tab in the Client dialog box to maintain fees for a client.
To maintain client fees
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In the Navigation pane, click System Codes and Settings > Accounts > Client.
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.
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In the data grid, click the Edit icon and then click Fees.
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.
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Complete the information and then click Save.