How to Update Initial and Ongoing Fees

Learn how to update initial and ongoing client fees in your financial management platform, including updating payment types, start dates, and fee statuses.

May 22, 2026 By Elliott Potter

Managing your client's fee records correctly ensures accurate reporting and timely billing. Once a plan is implemented, you need to review the draft fee records, assign correct payment types, establish a start date, and update their statuses to active or due.

Here is how to finalize both initial and ongoing fees.

Updating the Initial Fee

Start by finalizing any initial fees applied to the plan.

Step #1: Navigate to the client's plan and click on the Fees / Charges tab. — Navigate to the client's plan and click on the **Fees / Charges** tab.

Step #2: Select the draft initial fee from the list to edit its details. — Select the draft initial fee from the list to edit its details.

Step #3: Change the Payment Type to match your arrangement (e.g., Provider Paid or Client Paid). — Change the **Payment Type** to match your arrangement (e.g., **Provider Paid** or Client Paid).

If you need to change the default fee values based on specific adjustments or top-ups, you can manually update the amounts in this section before saving.

Step #4: Click Save at the bottom of the form. — Click **Save** at the bottom of the form.

With the details confirmed, you can now change the status of the fee to make it due.

Step #5: Click the Fee Actions dropdown menu and select Change Status. — Click the **Fee Actions** dropdown menu and select **Change Status**.

Step #6: Update the status to Due and click Save in the modal window. — Update the status to **Due** and click **Save** in the modal window.

Updating the Ongoing Fee

Next, you will follow a similar workflow to update the ongoing fee.

Step #7: Go back to the client's plan list and click on the relevant plan to reopen it. — Go back to the client's plan list and click on the relevant plan to reopen it.

Step #8: Click on the Fees / Charges tab again. — Click on the **Fees / Charges** tab again.

Step #9: Select the draft ongoing fee from the list. — Select the draft ongoing fee from the list.

Step #10: Change the Payment Type to Provider Paid (or another appropriate option). — Change the **Payment Type** to **Provider Paid** (or another appropriate option).

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Enter the correct start date for the ongoing fee. This is usually set for the following month.

Before proceeding, make sure to double-check that the fee frequency (e.g., monthly, annually) matches the agreed-upon terms for the ongoing service.

Step #13: Click the Fee Actions dropdown menu and select Change Status. — Click the **Fee Actions** dropdown menu and select **Change Status**.

Step #14: Set the status to Due and click Save to finalize the ongoing fee. — Set the status to **Due** and click **Save** to finalize the ongoing fee.

Your fees are now active and will be tracked appropriately within the system.