Introduction

1. Flat Fees: This represents a fixed, predetermined fee.
   
2. Fees Based on Job Complexity: This refers to fees based on the complexity of the job and can be categorized as follows:
   

• Simple

• Moderate

• Complex

Practices are provided with the editable fields in front of each fee type to enter the below:

• Amount: To enter the decided fee. 

• Invoice Description: This field allows to specify a description that will be displayed on the invoice when the job is posted to Xero or generated.
  

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Fees entered on this page will be available in Manage Invoice, to select the Fee Type for an accounting firm. The selected fee type will then be automatically included in the invoice while posting it to Xero or generating it for further processing.

By utilizing this straightforward interface, accounting firms can efficiently manage their fees based on different scenarios and ensure accurate and consistent invoicing.

• Invoice Settings:
  

• To set up and customize invoice settings, follow these steps: 
  
• Step 1: Click on My Practice > Invoice Settings. 
  
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• Step 2: Add Amount and Description for Flat Fees & Job Complexity Fees. Now add other details like Invoice Address Preferences, Invoice Due Dates, and Payment Notes. 
• Step 3: Save the details once completed.
  
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• Managing Add Ons:
  

• To add or edit additional charges for services (Add Ons), follow these steps:
  
• Step 1: Click on My Practice > Invoice Settings
  
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• Step 2: Now, from Add On page, click on Create Add-on.
  
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• Step 3: Now provide the Name, Description, and Amount. 
  
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• Step 4:- Now hit Create Add-on from the bottom left corner.
  
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• Step 5: To edit an existing Add On, click on the Edit icon and modify the details.
  
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• Step 6: To delete an existing Add On, click on the Delete icon.
  
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