> Utilities / Client Utilities / Outlay for Fees

Outlay for Fees

This utility enables you to include outlay automatically when raising an invoice.

To activate the utility, set the Use Auto Fee Outlay setting to Yes in Invoice Setup.

Next, set up rates of outlay as follows.

Select Utilities in the left-hand pane.
Select Client Utilities in the left-hand pane.
Select Outlay for Fees in the left-hand pane.
The Outlay for Fees window opens in the main workspace. Add or edit rates of outlay as appropriate.
Click SUBMIT when you are done.

When the invoice is posted, the appropriate outlay amount will be added to the invoice automatically.

Such an invoice can be edited. However, the original outlay amount will not update automatically. So you'll need to update it manually.

Notes

The text required for the outlay entry should be entered in the Notes field of the Outlay for Fees dialogue box.
Take care not to select Bill Text. This would cause the Outlay for Fee text to be superseded by the bill text.
You can use the By Percentage option to define a 'handling' fee by percentage rather than amount. This adds a fee outlay line on a raised invoice as a percentage of the invoice total.