Configuration > Client Specific Fees
     
 

Client Specific Fees

  
     

Once you’ve defined your master product list and your standard fees, WinTOTAL provides a way for you to set up additional fee tables that you can assign to particular clients.  From that point forward, when you create an order, WinTOTAL automatically determines if your client has a custom fee list tied to his/her account and automatically loads that personalized fee list when necessary.   To create a custom fee table…

  1. From desktop billing, click Fee Setup in the Navigation pane to the left. 
  2. Then, click the Products and Client Fees link that appears below the Navigation pane.
  3. Click New Few Table and, in the screen that appears, type a Fee Table Name in the field provided.

    ClientFeeTable
  4. The column on the left displays your standard product list.  Add any products from that list to the list on the right. If the product you wish to add to the client specific fee list does not appear in the list on the left, keep in mind that you must first add it to your master product list before you can add it to a client specific fee list.
    • To add your pre-defined products to the custom fee list – Click to select the product you wish to add to your personal product list. To select multiple products, hold down the Ctrl key as you click each item.  To select all of the products, click the first product in the list, hold the Shift key down, and then click the last product in the list.  Once you’ve selected the products you wish to add to your product list, click Add.
    • To remove a product from your product list – Click to select the product(s) you wish to remove and then click Remove.
  5. Once you’ve set up the list of products you offer, type your client specific fee beside each product.
  6. Finally, as necessary, choose a specific payment method from the Terms list beside each product.  Keep in mind that if your desired payment method doesn’t appear in the Terms list, you must first add it to your master product list.
  7. When finished, click OK to save your client fee table.

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