How to Create Contract Fees
Prerequisites
- The client must already exist (Learn How to Create a Client)
- The client must have an available delivery address (Learn How to Create a Delivery Address)
- The client must have an available delivery area (Learn How to Create a Delivery Area)
- A contract must exist (Learn How to Create Contracts)
- Sub article types must already be assigned to the client (Learn How to Assign Sub Article Types)
Steps to Follow
1. Access the Contracts Page (Clients Management Menu)
To access this page, click Clients Management > Contracts in the side menu.
2. Select a Contract
Within the Contracts page, click the desired contract in the table to open the detailed view.
3. Access the Contract Fees Tab
Within the Contract page, click the Contract Fees tab.
4. Click the Actions Button
Inside the Contract Fees tab, click the Actions button.
5. Click the Create Contract Fee Option
After clicking the Actions button, click Create Contract Fee.
6. Fill in the Form
Fill in the form fields with the necessary information to create the contract fee.