Example: A client with whom the firm works with on a regular basis or through which a large volume of business is generated may be charged a lower rate than the standard rate. A particularly difficult or high-risk client may be charged at a rate that is higher than the standard rate. In these instances, the firm may wish to establish specific fee schedules in order to easily charge the appropriate rates.
Fee Schedules are set up by entering a Fee Schedule Code and Description followed by the entry of any or all of the following: