Blueleaf Billing: Running a One-Off Bill

At times, you may need to process a separate fee for a client outside of the usual billing cycle. Read on to see how you can submit an individual fee outside of your standard frequency!

First ensure your clients, accounts, and asset values are up to date. If they are, skip to step 3.

1. Go to the "Clients" tab and click "Sync Clients & Accounts", the Blueleaf logo, then apply changes.

2. Go to the "Fees" tab, select the current cycle, and click "Sync Asset Values. Click the Blueleaf logo in the pop-out window like before, then apply changes.

3. Locate the client you wish to bill on and click the pencil icon next to their name, followed by "Manual Billing".

4. Use the pop out window to set the amount, description, and payment method for the fee. Then click "Add Fee".

5. Go to the "Payments" tab and select the current cycle. Then locate the fee you built, select it using the checkbox and export to your custodian.

6. Submit the resulting file to your custodian and you're done!