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How to Generate Setup Fee and Monthly Fees

Updated over 6 months ago

Setup fees must be manually added to the "Invoices" page for each participant by :

1. navigate to the Participants page
2. double click a Participant name
3. Invoices -> Generate Setup Fee

​while Monthly fees by default are generated automatically at the 1st day of each month.

-You have the option to Generate Automatic(Recommended) or

-Manual (Not Recommended)



Following the generation of Setup and Monthly fees, they will be displayed in the "Invoices" page.

After checking, you must then manually move them to the Claims tab for submission.



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