Create a fee plan and add it to an agreement

Fee plans can be added to prospects and clients only. You cannot add a fee plan to a simple contact.

Prospects and clients will have a Terms tab on their page:

Click on the Terms tab to access the onboarding features. You can click on the ellipsis to show the available onboarding options:

Click on "Add fee plan" to launch the fee plan builder.

Once the fee plan builder is launched, you can enter the details of a simple fee plan being the amount expected for the year and click on Save.

Optionally, you can add one or more payment plans with accompanying payment methods. This is useful for creating insights in the future.

Once the payment plan is saved, you can save the fee plan.