When we make an advance we deduct an upfront documentation fee. How do we get the system to recognize this and at what stage do we enter this fee?

This fee can be deducted at the time of the advance. You would enter it as an “Other Charge.” You can setup auto charges that will be added to a client’s advance automatically. This can be entered on the client screen. If you wanted to add a one-time charge, you can add it on the “Charges” tab of the Advances screen.

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