Creating Account Overrides

Creating Account Overrides

Account Overrides allow you to set custom Fee Schedules that affect only selected Accounts. Account overrides must apply to at least one account to exist.

To create an account override:

  1. Navigate to Run Business > Billing.
  2. Click Create Account Override from the top controls.
  3. Set the Account Override options just as though you were Creating a Fee Schedule.
  4. Select the Accounts that this override will apply to.
  5. Click Save at the bottom to save and enable the new Account Override.
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