Did You Know there are two new fields to keep track of customer fees?

Monthly Fee and Storage Location Fee are two new customer-level fields for noting portal-related fees.

These two fields don’t affect the rest of the platform so you can use as you wish.

Monthly Fee refers to charging a customer for the maintenance and administration of their portal. Storage Location Fee refers to a fee for storing and managing customer-owned items. 

Benefits to You

• Record for your own use any portal-related fees you may be charging your customers.

How It Works

Find the Monthly Fee and Storage Location Fee fields on the back-end customer details page:

• Go to Portals / Select a Customer.
• Find the Monthly Fee and Storage Location Fee fields at the bottom of the Basic Information section.

If you have any questions or need support, you can contact our support team at: support@propago.com or 512-887-5847

Find all of our Did You Knows here: Knowledge Library