Permit Fees Introduction
Most permits require fees. Within Permit Manager, one or more fees can be added to a permit. When payment is collected, relevant data can also be recorded.
Each fee added to a permit can be one of two types, and a permit can contain both types of fees.
Permit Group Fee - A fee selected from a list that is specific to that permit type (building, zoning, stormwater, etc.) that has a predefined dollar amount.
Custom Fee - A fee where the type of fee and the amount are not predefined and instead are entered at the time of adding it to the permit.
First Steps to Add Fees
To add fees to a permit, begin by creating a permit, entering the basic permit information in the first three tabs (General Info, Permit Info, and Contacts), and then pressing Save. Fees cannot be added until the new permit is saved.
Next, open the Fees tab. To add a Permit Group Fee, click the Down Arrow button and select Add From Group. To add a Custom Fee, click the Plus button.
Adding Permit Group Fees
To add predefined fees from the Permit Group, begin from the permit’s Fees tab and click Down Arrow > Add From Group. This opens the Select Fees dialog box. Select the fees from the menu by clicking on them, turning the line blue. More than one fee can be selected. Unselect fees by clicking again.
Some fees require a calculation, such as square footage fees or project value fees. These fees can be added to a permit and then edited so that they show the actual calculated fee. If you have the Item Fee Schedule feature turned on, you can use that feature to calculate the fee.
If you are collecting the fee at the same time as you are entering the fee data, populate the Date Received, Pay Method, and Payment Note.
When all data is entered, click Add Selected.
While you are in the Select Fees dialog box, you can also make edits to existing Permit Group Fees and create new ones using the buttons at the top. These buttons access the same features as the Group Fee Setup window at Edit > Fee Group Setup, which are described in this article.
Adding Custom Fees
To add a custom fee to a permit, begin from the permit’s Fees tab and click the Plus button.
This opens an Edit Permit Fee window. An existing fee sub-type can be selected, or it can remain blank. Enter additional data for the fee and click Save.
Editing Fees and Collecting Payments
After fees have been added to a permit, they can be edited to adjust the fee amount, correct errors, or enter payment details. From the Fees tab, double click any individual fee to open the Edit Permit Fee window.
Within the Edit Permit Fee window, edit the data or add payment information and click Save. Payment information is shown in the Fees tab once it’s entered and saved.
Additional information about collecting fees and marking multiple fees paid is contained in this article.
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