Assessing Fees for Cases
Fees, or charges, are added to a case in the form of fee schedules, which are made up of individual fees.
To assess fees on a case:
1. Access the Financial tab using one of the following options.
Option Description
From a case
a. Find a case.
b. Access the Balances view or the Transactions view of the Financial tab.
c.
From a check
a. Find a check.
b. Access the Balances view or the Transactions view of the Financial tab.
2. Click Image.
3. Complete the assess fee fields displayed.
4. Select the fee schedule codes for the charges.
5. Select one of the following options to assess the charges:
•  Click Save (ALT+S) to to simply save the charge.
•  Click Save/Payment (ALT+P) to save the charge and immediately post a payment.
•  Click Save/Invoice (ALT+I) to save the charge and immediately add an invoice.
Related Links
Assess Fee Fields
Fee Schedule Calculator
Fee and Charge Assessments (Parent Topic)