The alignment fee is a great way to ensure you don't lose out financially on services you charge annually and you can learn more about how it works here.

Where relevant, the fee will be presented to your clients on the calculation interface when creating a proposal, and explained again in the document they receive.

You can tweak the descriptions that appear in both of these places and specify which services and proposal types you'd like this fee to apply to.

Tweaking Alignment Fee Descriptions and Settings

Step 1. Go to Configure > Pricing Tool-Set-Up > Alignment Fee

Ensure you have the alignment fee tab selected on the left hand site.

Step 2. Configure your settings

On this page, you can specify which services you would like the alignment fee to apply to and how you would like to present it.

A) Apply to which line items

Add any line items that you would like this fee to apply to into this box.

B) Apply to which proposals

Choose which proposal types you want to apply the fee too, alternatively you can type in all proposals.

C) Alignment fee explanation on tool

Dictate how you would like the alignment fee to be presented when creating a proposal.

The above text will appear as follows when you create a proposal.

D) Alignment fee explanation in PDF (monthly and one-off)

Construct the explanation for the alignment fee as you'd like it to appear in your clients proposal document.

There is a monthly and one-off field so you can tweak the explanations depending on the payment method your client chooses.

For example, altering the monthly description above would transform as follows in your clients proposal.


Step 3. Save any changes you have made

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