Changing Fee Codes

If you change a fee, the old Fee Amount, Effective Date and Reimbursable Amount will automatically copy to the Last column. This makes it clear what the fee amount was prior to the most recent change.

If you have enabled Fees by Location, changes to the standard fee will also change the Location-specific fee only if the amounts matched before you made the change, see Fees By Location.

Note: Any change to a Fee Code will affect all invoice data entered there-after, and the old price will remain on any prior transactions. Regardless of what you might put in the Effective Date, the change will take place as soon as you save the record.

With sufficient security clearance, you can delete a fee that has never been used. This option is intended only as a way to correct mistakes in entering your original startup data.

Note: Do not delete a fee that has ever been used on an invoice or a discount table.