How to Create Quote Fee Distribution

In this article, we'll demonstrate how to create quote fees and customize them.

Step 1: Access Fee Distribution

In Setup, go to the "Financials" section, then select "Quote Fee Distribution".

In this section, you'll see the existing fee distributions, with categories on the left and fees in the middle.

Category: This is a broad grouping of all the fees associated with a certain treatment or procedure, such as “Surgery Fee Distribution.”
Fees: These are the specific charges within that category, like “Doctor Fee,” “Nurse Fee,” and “Clinical Expenses.”

To create a category, click the plus sign on the left. Once the category is created and selected, you can add fees.

Step 2: Create Fee

Click "New Fee" in the top right corner to add a fee. Enter the fee name and percentage. The total percentage for all fees within the category must add up to 100%.

Step 3: Fee Details

Once the fees are created, you can add items to each fee or edit or delete the fee by clicking the three-dot icon on the far right of each fee.

By following these steps, you can customize the quote fees in your Pabau account.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.