Edit Fees

Update the fee rates for existing fee schedules in Fee Schedules panel.

Before you begin

Permissions:
  • Update Fee Schedule

About this task

Edit or update the existing fee schedules from Fee Schedules panel.

Procedure

To edit a fee schedule:
  1. Select User iconuser > Settings iconSettings.
    The Settings window is displayed.
    Settings Window
  2. Select Billing > Fee Schedules.
    The Fee Schedules window is displayed.
    Fee Schedules Window
  3. Locate the fee you want to edit.
    In this example, we have entered its name (demo) into the search box (see below image).
  4. Hover your mouse in the Action column for the fee, and click Edit ButtonEdit.
    Edit Fee- Fee Table

Results

The Edit Fee window will display. For more information related to the edit fee fields, see Adding Fees Manually.