Setup Percentage Fee with Min/Max Values
9 steps
|
25 seconds
1
From the "Transactions" tab select the "Commission Schedules" option
2
Locate the commission schedule to be edited and click the "Action" button
3
Locate the desired commission fee
4
Click the Action button to update the fee settings
5
Ensure the fee type is set to Percentage Fee and that a percentage value has been entered
6
Confirm that the fee is being calculated from the intended point in the commission tree
7
Enter the minimum dollar amount to be charged for the fee
8
Enter the maximum dollar amount to be charged for the fee
Tip! The fee will charge the calculated percentage amount as long as it falls within the minimum and maximum limits. If the calculated amount is lower than the minimum or higher than the maximum, the fee will override to charge exactly the minimum or maximum amount.
Alert! You can set a minimum, a maximum, both, or neither—whichever fits your needs
9
Click "OK"
