Create a bill schedule — Other Specs tab

When you've clicked on the Other Specs tab of a new bill schedule, this window opens. Use this tab to determine how the administrative/other fee is to be handled for invoices created from this bill schedule.

1. Complete the fields as desired.

   • Admin/Other Fee to be Applied: Enter the percentage amount to be added to the bill items on this bill schedule, e.g. the fee allowed for the administration of COBRA billing.

   • Create as Different Item: Check this box to list the fee as a separate item on the invoice. The next two fields are enabled only when this box is checked.

   • • Category: Select the category from which to choose an item for the fee.

     • Item: Choose from the list of items in the selected category.                                                

   • Create in Different Account: Check this box to use an account other than the default account for this item. The next field is enabled only when this box is checked.

   • • Account: Select a revenue account.

2. When finished, click Save.

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