Set up automatic fees

You can specify a minimum fee for jobs you do for clients. If you assign a minimum fee to a particular job type for each client, Practice Manager will automatically apply a write-on for any job where the WIP amount is less than the specified minimum fee. 

For example, if you want a GST job for ABC Pharmacy to have an invoice of at least Rs15,000, you can add a minimum fee of Rs 15,000 in ABC Pharmacy's profile for the GST job.

If the WIP amount for the job exceeds the minimum fee, the actual WIP amount will display as the invoice amount. Using the minimum fee feature in this way prevents team members printing invoices if the WIP for a job is below the minimum fee and they have NOT added a suitable write-on amount.

1. Click Contacts > Clients.
2. Locate and click the required client.
3. Click the Resourcing & Fees tab.
4. In the Automatic Fees panel, click Add Automatic Fee.
5. Select Minimum Fee from the Fee Type list.
6. Select the job type you want to apply the minimum fee to.
7. Type the required amount.
8. Click Save.

You can specify agreed fees for jobs you do for clients. If you assign an agreed fee to a particular job type for each client, Practice Manager will automatically apply a write-on or write-off for any job where the WIP amount is different to the specified agreed fee.

For example: if you want a GST job for ABC Pharmacy to have an invoice of Rs 15,000, you can add an agreed fee of Rs 15,000 in ABC Pharmacy's profile for the GST job.

When the invoice is created, the agreed fee is used, regardless of the WIP amount. This will either create a write-on or a write-off.

1. Click Contacts > Clients.
2. Locate and click the required client.
3. Click the Resourcing & Fees tab.
4. In the Automatic Fees panel, click Add Automatic Fee.
5. Select Agreed Fee from the Fee Type list.
6. Select the job type you want to apply the agreed fee to.
7. Type the required amount.
8. Click Save.

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