Financials

How-To Guides

• Add, Edit, and Delete a Fee Matrix
• Apply a Fee Matrix to an Element
• Add a Fee Matrix Amount to the Total Block of an Element

Troubleshooting and FAQs

• Which Actions Will Cause a Financial Element to Recalculate?
• Troubleshooting: A Fee Matrix is Calculating More or Less Than it Should
• What is the Migrate Pricing Tiers popup used for?

Best Practices

• Create a Service Fee
• Create a Credit Card Fee