Creating a Fee

1. Starting from the top navigation, click > Planner > Settings > Fees.

2. Click Create Fee.

A dialog box opens.

3. Enter the fee names.

4. Select the charge type from the dropdown list (Percentage or Absolute amount).

5. Click Save.

You have created the fee.

Note that you have not defined a fee rate yet. To define the fee rate, follow the instructions in chapter Defining a Fee Rate.