Blueleaf Billing: Assigning a Fee Schedule
This article covers creating and assigning Fee Schedules in Blueleaf Billing.1. Click on the tool tip in the top right hand corner, and select "Fee Schedule" from the dropdown menu.
2. Click on "Add a Fee Schedule" to create a new fee schedule, or click the pencil icon next to an existing schedule to add clients to the existing fee schedule.
3. When creating a new fee schedule, select flat or tiered, enter basis points (set up tiers if necessary), and give it a name.
4. Under "Assign it to Clients", the clients under "Available" are clients not yet assigned to a fee schedule, while the clients under "Selected" are assigned to the selected fee schedule. Select the clients from the list and use the center arrows to move clients between the two groups. Press "Assign and Save" once you have completed the process.
If you have any questions or encounter any problems while completing these steps, contact us at vipsupport@blueleaf.com