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.