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Finance > Invoices (Franchisor)

Create Fee Types

Modified on: Mon, 30 May , 2022 | 03:29 PM

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Fee Types are set-up to allow you to charge varuious fees (royalties, technology fees, marketing fees, etc) to your franchisees.

1. Navigate to the Admin section on the left-hand menu.
2. Click on Finance to expand the options and then click on Royalty Setup.
3. Select Fee Type.
4. On the top right hand corner select add new or import.
5. Add new will allow you to create a single new fee type and the following popup window will appear.
   
   
   
   
6. The import button will allow you to add multiple fee types at one time. The following popup window will appear for an import.
   
   
   
   
7. Be sure to download the CSV file, fill in all of the fields giving each fee type a fee code, feed description, type, and maximum fee. Please make sure you fill in all fields in the CSV file or the information will not import correctly.
8. Save the CSV file to your desktop.
9. Back in FranchiseSoft upload the file by clicking the blue select file button.
10. Click the green submit button, this will allow you to preview your data before it is imported.
11. If there are any errors in the file those will be noted in the far right column.
12. If you are happy with this import preview, click the green submit button in the bottom right hand corner.
13. You have now successfully entered a fee type(s) into franchise soft.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.