Minimum Fees can be set at the firm level and the client level. Instructions for each are included below.
Firm Level
Go to the Firm setup page, Settings Gear > Firm.
Scroll down to "Do you charge a firm wide standard minimum fee?" Select Yes
A box will appear asking for the amount of the minimum fee. Enter the annual minimum fee.
Be sure to save these changes.
For example: an annual minimum fee of $1000 would mean a quarterly fee of $250 (divide by 4) and a monthly fee of $83.33 (divide by 12).
*Please note that that the proration option selected on the firm page or for the client (Standard/Divide by 4/Divide by 12 or Actual Days) will be used to prorate the annual fee for each billing cycle.
*Also, if this change is needing to be reflected for all fees in the current cycle, please contact support as simply hitting save will not update the current cycle's fees automatically.
Client Level
Find the desired client on the Clients Page.
Hover over the client's pencil menu, select Edit Client.
Scroll down to the question "Is the client subject to a minimum fee?"
Change the setting to Yes.
A box will appear asking for the amount of the minimum fee. Enter the annual minimum fee.
Be sure to save these changes.
For example: an annual minimum fee of $1000 would mean a quarterly fee of $250 (divide by 4) and a monthly fee of $83.33 (divide by 12).
*Please note that that the proration option selected on the firm page or for the client (Standard/Divide by 4/Divide by 12 or Actual Days) will be used to prorate the annual fee for each billing cycle.