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Legacy form fees

If you are creating a quote calculator, follow the below steps to define your fees.

Adding a New Fee

Within the legacy form, navigate to the ‘Quote’ step
Select ’+ Fee’ at the bottom right of your screen
Provide a Name for your fee, which will be displayed to the user
Provide the fee with a data marker
The data marker must begin with ‘fees’.
For example, fees.purchase.legal.fee
Define the data marker on the relevant matter template

Select the correct tax rate from the drop down list

Hide this fee: Define a condition which will hide the fee from the quote provided
Select the question that will define the condition
Select whether the answer should ‘Equal’ or ‘Does not Equal’ the value provided
Provide the conditional value

Fee Calculation: Provide the amount of the fee.
For fixed fees, input a numerical value, such as 100.00.
For conditional fees, use a calculation.

Notes: Provide additional information about the fee. The user can access this information by clicking on the question mark next to the fee on the form’s quote.

Automatically create a receivable: Choose whether a receivable should be created on the matter when the fee is quoted.
Choose the account the receivable should be raised against.

Editing a Fee

Select the Edit button on the relevant fee.

Deleting a Fee

Select the Delete button on the relevant fee.

Copying a Fee

Select the Copy button on the relevant fee.

Ordering Fees

Simply drag and drop your fees into the required position

Quote Emails

Once a conveyancing quote calculator has been filled in, it can automatically send a quote to your client.

Navigate to the Form’s Settings
Select ‘Send an email to primary client’
Choose the appropriate email template
Save