The alignment fee is a great way to ensure you don't lose out financially on services you charge annually (e.g. year end accounts), even if you are charging a monthly fee for those services.
Sometimes people expect the alignment fee to appear in a proposal but it doesn't.. so here are a few checks to follow to understand why it may not be pulling through!
Check 1. Is the difference between the start and end date in your proposal under 12 months?
The alignment fee will only apply where the difference between the start and end date chosen in the create proposal tool is under 12 months.
This is because a catch up fee is only required where you are bringing a client on board mid way through their financial year, but charging them monthly for an annual service.
TIP: If you're trying to do a proposal for a previous years accounts or tax work and then include services for the current financial year too, you will find this article useful.
Check 2. Has the Alignment Fee been applied to the proposal template you are using?
By default, we apply the proposal to new client proposal templates only. If you're using any other proposal template, you'll want to make sure the catchup fee has been enabled for that template.
To check, go to Configure > Pricing Tool Setup and then select Alignment Fee from the left hand tab.
You can type in any additional templates needed beneath Apply to which proposals.
Check 3. Has the Alignment Fee been applied to the line items you were expecting?
By default, we only apply the alignment fee to Annual Accounts and Directors Tax Returns line items.
This is because these services require 12 months of work no matter what, and are billed monthly in your default setup.
You can add in any additional services you need from Configure > Pricing Tool Setup > Alignment Fee, and then typing them in beneath Apply to which line items.
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