Set up fees for a client
You can use the
Billing
tab on the Clients
screen to select the fees to bill to the client. After you set up the fees that your firm uses on the Billing Items
screen, do the following to select applicable fees for a client.- SelectSetup,Clients, then theBillingtab.
- Select the client from the list.
- In the Billing Options section, mark any of the checkboxes that apply to this client's invoices:
- To have the application create any GL entries and associated liabilities immediately when the fee is created, mark theCreate fees as finalcheckbox.
- To have the application exclude any tax agent checks when billing this client, mark theExclude tax agent transactions from billingcheckbox.
- To have the application assign this client's fees to another client for invoicing, mark theBill to other clientcheckbox then select that other client in theClientdropdown.
- Go to the Discount Information section and enter any discount information for the client.note
- These fields refer to the client's invoice in general and not to any specific fee. To exclude a fee from the discount information in this section, unmark theDisccheckbox for that item in the Fee Selection grid.
- If the billing item is set up for both payroll and vendors, only the check with the most future date is used to determine if the discount is valid for the check run. If the payroll and vendor checks are printed in separate runs, each run is evaluated individually.
- If the client's fees are subject to sales taxes, enter the information in the Sales Tax Information grid. The dropdown in the Taxing Authority column includes all taxing authorities this client is potentially subject to. Mark theExemptcheckbox if the client is exempt from the sales tax.
- Go to the Fee Selection section and select all fees that apply to the client. TheDescriptiondropdown includes all fees that were set up for the firm on theBilling Itemsscreen.noteYou select the red icon in the Rate Adj column to open theRate Adjustmentscreen. You can use the screen to adjust the fee rate for a client for a specified period of time.
- Go to the GL Distributions section and select the GL account numbers from the dropdown in each of the fields.
- SelectEnterto save the billing information for this client.
