Blueleaf Billing: Adding Subscription Fees

A subscription fee is a flat dollar amount charged each billing cycle. Create it once in Fee Schedules, then attach it to a client or to a single account.

Create the fee

1. Go to Fee Schedules and select the Subscription Fees tab.

Fee Schedules, Subscription Fees tab

2. Click New Fee.
3. Enter the fee details:
   • Fee Name: The name displayed wherever the fee appears.
   • Description: Optional text shown in the Description column.
   • Amount ($): Enter an amount greater than zero.
   • Frequency: The firm’s billing frequency. The fee is charged each billing cycle.
4. Click Create Fee.

The fee is added to the list but does not bill until it is attached to a client or account.

Assign subscription fee to a client

1. Go to Clients & Accounts, select the client, and click More options.

2. Under Subscription Fees, select a fee from + Add subscription fee

3. The fee attaches automatically—no separate save is required.
4. To remove a fee, click the X next to its name.

Assign it to one account

1. Go to Clients & Accounts > select the client
2. In the client’s Accounts table, click the gear icon on the account row.
3. Select Assign subscription fee, then choose a fee from the dropdown.

4. The fee is added automatically. Click the X to exit.
5. Client-level fees appear above as read-only. Account-level fees are billed in addition to these.

Note: The gear menu is unavailable for archived accounts or accounts without billing configuration.

Retire a Subscription Fee

In Fee Schedules, click the trashbin icon on the fee’s row. The fee moves to Archived, where you can select Restore to reactivate it.

Need help? Email vipsupport@blueleaf.com with any billing questions, feedback, or issues.