Common Fees
- Convenience Fee: A small percentage added to cover processing costs for online payments.
- Service Fee: Additional charges for specialized services or expedited requests.
- Late Fee: Applied when invoices are not paid by the due date.
Setting Up Fees
- Navigate to Pricing Settings in Estizee.
- Select Fees & Convenience Charges.
- Define the fee type, amount, or percentage.
- Specify conditions for application (e.g., payment method, service type).
- Save settings to apply fees to future quotes and invoices.
Customer Communication
- Clearly display all fees on quotes and invoices.
- Explain the purpose of each fee to maintain transparency.
- Include fees in total calculations automatically for accurate billing.
Best Practices
- Keep fees reasonable and justifiable to avoid customer dissatisfaction.
- Review fees periodically to ensure compliance with regulations.
- Combine convenience charges with payment options for clarity.
- Ensure all staff understand when and how fees are applied.