Add a Fee

You can add a fee from the Fees panel on the case summary page or from the Case Fees page.

NOTE: Custom forms can be configured by the administrator and applied to specific areas in the UI, such as based on a specific template, fees, comments, and more. See Custom Form in the Admin 3.8 Guide for more information. When a case is cloned, custom form values are copied to the child case. If the administrator added encrypted custom forms, you will see dots when typing in the field. A view icon allows you to view the encrypted text in the field.

  1. Open a case.
  2. Scroll to the Fees panel.
  3. Tap Add record.

The Add Fee panel opens.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select a fee to open additional fields.

The Amount automatically populates, but can be changed.

  1. Select the Auto Re-Calculate check box to recalculate fees to their default rates when the Re-Calculate Fees button on the Fees panel is tapped. See Recalculate Fees on a Case for more information.
  2. Select the Invoiced check box to indicate the fee has been invoiced. This prevents any refunds from being issued on the fee.
  3. Enter any comments in the Comment field.
  1. Tap Save.

See Fees Panel Fields for an explanation of the fees panel fields.

  1. Open a case.
  2. From the activity toolbar, tap Case Fees to open the Case Fees page.

The Case Fees page opens and any fees associated to the case are listed.

  1. At the bottom of the page, tap Add record.

The Add Fee panel opens.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select a fee to open additional fields.

The Amount automatically populates, but can be changed.

  1. Select the Auto Re-Calculate check box to recalculate fees to their default rates when the Re-Calculate Fees button on the Fees panel is tapped. See Recalculate Fees on a Case for more information.
  2. Select the Invoiced check box to indicate the fee has been invoiced. This prevents any refunds from being issued on the fee.
  3. Enter any comments in the Comment field.
  1. Tap Save.

See Fees Panel Fields for an explanation of the fees panel fields.