Purpose Statement

Fee Types define the individual billing line items used by the Billing Automation Manager (BAM). Each fee type can be configured as either a flat fee or a formula-based fee and can include criteria that determine when the fee is automatically applied to occupancies that meet specific conditions.

Background Information

Before creating a Billing Automation Manager program, you must first create one or more Fee Types. These Fee Types become available as associated line items when building a billing program.

Each Fee Type includes:

• General information
• Billing automation settings
• A fee calculation method (Flat Fee or Formula Fee)
• Optional criteria that determine when the fee applies

Criteria can be based on occupancy information such as status, property use type, total billable area, and other available occupancy data fields.

Required Permissions

Users should have permissions to:

• Access Fee Types
• Create and edit Fee Types
• Access Billing Automation Manager
• Create and manage Billing Automation Programs

Note: Required permissions may vary based on your agency's security configuration.

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Step-by-Step Guide

Create a New Fee Type

1. Navigate to Fee Types.
2. Select Create to create a new line item.
3. Complete all required fields marked with an asterisk (*).
4. Enter a name and any additional required details for the fee.
5. Enable the Automate option.
6. After enabling automation, select the appropriate Billing Program.
7. Choose whether the fee will be a Flat Fee or Formula Fee.

Configure a Flat Fee

1. Select Flat Fee as the fee type.
2. Choose the appropriate Unit (for example, Each).
3. Enter the flat fee amount.
4. Configure any criteria that determine when the fee should apply.

Example criteria:

• Status equals Active
• Property Use Type equals one or more selected property use types

Configure a Formula Fee

1. Select Formula Fee.
2. Choose a formula data point, such as Building Area Square Feet.
3. Enter the calculation by multiplying the selected data point by the desired fee amount.
4. Configure criteria to determine when the formula should apply.

Additional occupancy fields can be used to build criteria based on your agency's billing requirements.

Add Fee Types to a Billing Automation Program

1. Navigate to Billing Automation Manager.
2. Select Create Program.
3. Open the Associated Line Items section.
4. Select Add.
5. Choose one or more Fee Types that you previously created.
6. Save the Billing Automation Program.

The selected Fee Types will now be available as line items for that billing schedule.

Best Practices

• Give Fee Types clear, descriptive names.
• Always enable Automate when creating Fee Types intended for Billing Automation Manager.
• Keep criteria as specific as possible to prevent fees from being applied incorrectly.
• Test new Fee Types before using them in production billing schedules.
• Reuse Fee Types across multiple Billing Automation Programs when appropriate.

Troubleshooting & FAQs

Why don't I see the Billing Program field?

The Automate option must be enabled before the Billing Program selection becomes available.

Why isn't my Fee Type available when creating a Billing Automation Program?

Verify that the Fee Type has been saved successfully and that Automation is enabled.

Can I use multiple Fee Types in one Billing Automation Program?

Yes. Multiple Fee Types can be added under the Associated Line Items section of a Billing Automation Program.

Can I filter Fee Types using occupancy information?

Yes. Criteria can be configured using available occupancy fields such as Status, Property Use Type, Total Billable Area, and other supported occupancy data.