Add New Service Fee
1. Go to PM Tools->Service Fees
2. Click New Service Fee button. This will create a new blank service fee at the bottom of the Service Fees window.
3. Enter the following
- ID - This is used to allow quick lookup of service fees from the OneView screen. (Required)
- Description - Enter a description for the service fee. This is what will print on the bill. (Required)
- Fee - Enter a price for this service fee.
- NOTE: This can be left blank or overridden after adding this service fee to a job.
- Server Fee - Enter a fee that a process server is paid for this job.
- Taxable - Check box if this service fee is taxable.
- Discountable - Check box if this service fee is discountable.
- NOTE: Discounting of service fees occurs from a clients record under PM Tools->Attorneys->Custom Pricing/Discounts
4. Close the Service Fees window when you are done entering new fees.