Adding New Fee Types to a Billing Template in UNITE

UNITE allows the addition of new fee types to a Billing Template. An example of such a fee could be a Death Benefit. This process can only be performed by International Staff. This document provides a step-by-step walkthrough of how to add new fee types to a Billing Template. 

1. Access the Accounting Tab

• Navigate to the Accounting tab 

2. Click on Billing Types

• Under the Collect Folder, select Billing Types.

3. Add a New Fee Type

• Click the plus (+) button.
• Enter the relevant information for the new fee type.Most Types are DUES (even One Time Charges for Death Benefits or Fees)
• Click Save to confirm the addition.

4. Return to the Accounting Tab

• Navigate back to the Accounting tab.

5. Access Billing Templates

• Click on Billing Templates.
• 
  

6. Update Each Billing Template

• For each Billing Template that requires the newly created fee:
  • Go to the Current Rates tab.
  • Click + Add Rate.
  • Fill in the details for the fee type you just created.
  • Click Save.

7. Repeat for All Templates

• Repeat step 6 for each Billing Template that should include the new fee.

8. Notify Local/Council

• Once all templates have been updated, notify the Local/Council that the new fee has been added to the specified Billing Templates and will be included in the next invoice.

Conclusion

By following these steps, International Staff can efficiently add new fee types to Billing Templates in UNITE.