Blueleaf Billing: Adding One-Time Fees

A one-time fee is a fixed dollar charge you define once and attach to a single billing run. Use it for onboarding, a plan review, or anything else outside your normal schedule.

Create One-Time Fee:

1. Go to Fee Schedules and select the One-Time Fees tab.
2. Click New Fee.

3. Enter the Fee Name, Description, and Amount ($).
4. Click Create Fee.

The fee is added to the table but does not charge any clients or accounts until you assign it to a client or account.

Assign it to a client:

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

2. Under One-Time Fees, open + Add one-time fee

3. Select the fee under the draft billing run for the period you want it billed.
4. The fee attaches automatically—no separate save is required.
5. To remove a fee, click the X next to its name.

Assign it to one account:

1. Go to Clients & Accounts > select client
2. In the client’s Accounts table, click the gear icon on the account row.
3. Select Assign One-Time Fee.

4. Choose the fee under the draft billing run for the period you want it billed.

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

Note: Attach the fee at the client level to bill it once for the whole client, or at the account level to bill it against one account.

What to expect:

One-time fees can only be attached to a draft billing run. If no draft run is available, create one first. Attached fees appear in a highlighted row with the amount and billing period and apply only to that run. Click X to remove a fee.

To retire a fee, click the trashbin icon in Fee Schedules. Archived fees can be restored with Restore.

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