Ancillary Fees

To produce an invoice for an Ancillary fee go to Account > Fees > Ancillary:

An ancillary invoice is an invoice for another service, perhaps one which is not financial services related.   To create an ancillary invoice click on the Ancillary tab and click + Create new invoice for ancillary service and answer the pop up that appears:

The Custom button next to the ‘Billing contact’ field, allows a user to add in a name and address of the billing contact:

Click ‘Save and return to CCD’ and move to the Splits tab to input required information:

Once done, back to Billing tab to click ‘Create a printable invoice’:

9.3 Setting Up Fees with Time Billed, Disbursements