Forward-dating fee increase
Within Discover, navigate to:
1. Centre Setup
2. Fees tab
3. From the listed Fees, select the fee that you would like to edit and click on it
4. Move down the screen to the Date From field and set the effective date
5. Move down to the Fee Amount and set the new rate
6. Save the changes
You can run an Invoice Preview report to see if the new rates are calculating correctly.
Please Note: Ensure that the effective date is set correctly (particularly the year). If you left this field with an incorrect date, it would reverse and recreate invoices depending on the year added in the field. If this happens, please contact Support immediately.
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