Manual billing allows for users to create a one-time fee (e.g. Tax Planning Fee, Financial Planning Fee) or rebate on the "Fees" page for a client. All fees created using Manual Billing will create a separate invoice on the Invoices page as well as separate line items for fees on the Payments page if debit is selected as the payment method. The steps below will walk users through how to add or edit a one-time fee/rebate.

      * Multiple one-time fee(s)/rebate(s) can be created in the same cycle, but each will have its own unique invoice and fee on the payments page, regardless if users select to combine multiple fees into one row.

      * Billable asset(s) greater than $0 are required for a one-time fee(s)/rebate(s) to be created in the billing cycle.

- Navigate to the "Fees" page

- Hover over the pencil next to the client you wish to manually bill

- Click "Manual Billing"

A slide out window will appear

- Fill in the "Amount", "Description", "Payment Method" and "Debit/Billing Account" fields and click "Add Fee"

- Click on the client's name on the "Fees" page to expand the view to display accounts and the one-time fee(s)/rebate(s)

*Note that you can preview the separate invoices for each Manual Billing fee by clicking on the invoice icon as well

- Click the pencil next to the one-time fee/rebate you would like to edit

The fee fields above will populate with the details previously entered

- Make any desired edits and click "Add Fee" again to update