Account Class (Setup / Account) - New Convenience Fee Feature (20116)

A new optional Convenience Fee feature has been added for Manual Payments, with setup established on the Account Class. To support this, the following changes were made:


Account Class Setup

Three new settings associated to Convenience Fees were added:

  • Manual Pay Convenience Fee Type
    • This can be set to None, Percentage, or Flat Amount.
  • Manual Pay Convenience Fee Amount
    • Text entry field to enter the amount associated with the selected fee type.
  • Manual Pay Convenience Fee Charge Code
    • The specific charge code the convenience fee is billed under.

AR History

If convenience fee settings are enabled, the Apply Convenience Fee checkbox is displayed and is selected by default.


Pathway: Setup > Account > Account Class > Payment Processing [tab]