Overview

The Fee Setup page allows you to define and manage all fees (such as royalties and technology fees) that apply to your invoices. This ensures each invoice is accurate and tailored to your business needs.

How to Set Up Fees

1. Add a Fee

• Click the + button to add a new fee row.

2. Enter Fee Details

• Name: Type the name of your fee (e.g., Royalty, Technology Fee).
• Frequency: Choose how often this fee is billed (e.g., weekly, monthly) for each business.
• Type: Select the type of business or fee category that applies.

3. Edit or Remove Fees

• Use the – button to remove a fee row if needed.
• Click any field to make changes.

4. Save Your Setup

• When all fees are added and details are correct, click Save & Continue to move to the next step.

5. Use the Search Bar

• Use the search bar (located at the top right) to find and manage existing fees quickly.

Tips for Success

• Be Specific: Name your fees to avoid confusion later.
• Stay Organized: Set correct billing frequencies and types for each business line.
• Double-Check: Always review before saving to ensure accurate invoicing.

With just a few clicks, you can set up all your fees and make invoicing faster and easier than ever!