|If your Client is to pay you a fee, either regular or as a one off, this is treated differently in CCD to that of a Product Provider’s fee.|
To set up a regular Client fee, first locate the client required. From the left hand side select Account.
Click on the Fees tab and select the Fee set-up tab.
Complete the details of your fee as applicable. The description of the fee box is an editable dropdown so you can modify this option list to suit your company needs.
You can set up as many fees as are applicable for this client. Your fees are now registered and awaiting payment by your client.