How to automatically collect fees

Released in version: 5.46

Updated in version: 5.47

Usually, the Time and billing process in Primacy includes adding a fee to the system, approving the fee, transferring WIP to billing, posting the invoice, then paying the invoice. However, you can set the system to automatically collect fees, so that once a recurring fee has been submitted and approved, the system will automatically transfer WIP to billing, post the invoice and perform the make bill payment.

The fees that this process can use include recurring fees (version 5.46), time entries (version 5.47) and one-off charges (version 5.47).

Set the system to automatically collect fees

1. Click Client administration > Lists > Client.
2. Locate and double-click the client you'd like to work with.
   
    You may also right-click the client and select Properties.
   
   
3. Click Fees > General.
4. Under Fee settlement, click the Automatically collect fees? checkbox. 
   
   
   
   
5. The Fees will be paid by field will default to the client you are currently working with. If the fees will be paid by another client, enter that client.
6. In the Pay income fees from field, select the account where you would like the income fees to be taken from.
7. In the Pay capital fees from field, select the account where you would like the capital fees to be paid from.
8. When complete, click Save.

Once you have saved, the process will be enabled.

You will still have to add and approve a fee. However, the payment aspect of the process will proceed on it's own.

For further information on any stage of the invoicing process, see these articles:

• Invoicing 1: Prerequisites
• Invoicing 2: Recurring fees
• Invoicing 3: Review time records
• Invoicing 4: Transfer WIP to billing
• Invoicing 5: Pay invoices

In order for this process to continue on its own, you must Submit and Approve the fee.