Set up billing items and fee schedules

You can use the

Billing Items

screen to set up the fees and fee schedules that your firm uses to invoice clients for check printing, form printing, and miscellaneous processing. Set up the items from your firm's pricing sheet to make them available for use with all your clients.

Do the following to set up fees and billing items:

Select Setup
, Firm Information
, then Billing Items
.

In the Identification section, go to the Description
field and enter a unique name for the fee. This description will show in the list frame in the

Billing Items

screen and in the dropdown for the Fee selection
field throughout the application.

Enter a Fee Description
. This will show for the fee on reports and on the client billing invoices. If you leave this field blank, the application uses the text in the Description
field on reports and billing invoices.

Select a fee type.

note

The fields displayed in this section vary depending on the fee type selected.

Fee type	Purpose	Fields
Checks	For fees that your firm charges for printing checks.	Check type (for live payroll only). Mark the appropriate checkbox(es) to specify the type of checks for which the client is to be billed. If you're not licensed for the live payroll feature, these checkboxes will be grayed out and unavailable. Calculation type. Select how the application will calculate this fee. Per check. Calculates the fee based upon the number of checks (paper checks, direct deposit, or paycards) processed. Per direct deposit. Calculates the fee based upon the number of direct deposit transactions generated from the check run. Each employee and vendor direct deposit allocation counts as a transaction. Per paper check. Calculates the fee based on total number of paper checks printed. Per paycard. Calculates the fee based on total number of employees set up as paycard recipients on the Direct Deposit tab of the Employees screen at the time the fee is created. Per run (default). Calculates the fee any time a check run is completed for the client. Calculation method. Choose the method for the program to use when calculating this fee. Amount. This field is available when you choose the Fixed amount calculation method. Enter the specific fee amount select the down arrow to open an onscreen calculator to calculate the fee amount.
Delivery	For fees that your firm charges for delivery of the checks and forms. Delivery fees can't be discounted.	Amount. Enter the delivery fee or select the down arrow to open an onscreen calculator to calculate the delivery fee amount.
Forms	For fees that your firm charges for printing forms.	Form type. Select the applicable form type - 1095-C, 1099, Federal Reconciliation, State Reconciliation, or W-2. Selected form. This field is available when you select 1099 in the Form type field. Select All to assess a fee for all 1099 forms, or select the applicable forms to assess fees for only the selected 1099 forms. Exclude client copy. This checkbox becomes available when you make a selection in the Form type field. Mark this checkbox if you do not want to assess fees for client copies of the forms.
On demand	For fixed-amount fees that your firm charges on an as-needed basis.	Amount. Enter the fee amount or select the down arrow to open an onscreen calculator to calculate the fee amount. On demand Billing invoices can be created in the Add Fee screen or via the Add Fee button on the Print Billing Invoices screen.
Scheduled	For assessing fees on a schedule.	Frequency. Select the frequency at which to assess the fee. Method. Select the day on which to assess the fee. Create <x> days before fee date. To have the application generate this scheduled fee a specific number of days before the actual fee date, enter the number of days in this field. Date. This field is available only when you select the Specified Day method. The options available in this field depend on the Frequency you select. When you select a day, the application automatically updates the Next billing date field. Amount. Enter the fee amount or select the down arrow to open an onscreen calculator to calculate the fee amount.

If this fee applies to all clients, mark the Standard fee
checkbox. When this checkbox is marked for a fee, the fee will be automatically selected in the Fee Selection grid in the Billing
tab for every client. If you need to, you can delete the fee from individual client records.

Mark the Taxable
checkbox if this fee is subject to sales tax.

Use Print order
to set the default order to list the fees when printing billing invoices. If the same print order is used for multiple fees, they'll be listed in the order entered (newest to oldest).

If the fee uses a graduated scale, the Fee Schedule section displays the graduated table and a number of fields that vary depending on the calculation type you select for the fee. Enter the applicable information in the graduated table.

Enter or select the appropriate GL account numbers in the GL Account Distributions section.

Select Enter
to save the billing item.

This article applies to:

PRODUCT: Accounting CS

Categories

Top products

Featured

Categories

Top products for corporations

Top products for accounting firms

Featured

Categories

Top products

Featured

Categories

Top products

Featured

Who we serve

Services

Platforms

Media Solutions

About

Recommended products

Recommended products

APIs by industry

Use case library

Related sites

Help

Learn

New releases

Free trials & demos

Set up billing items and fee schedules

This article applies to: