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 an amber 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.