Adding New Fees to a Permit That Has Already Been Paid

There are times when you will need to add a new fee item to a record that has already been paid. For example, a contractor is doing a remodel and forgot to add a garbage disposal to the permit. To add a new fee, go to the Fee Page and Select Add than Select the fee item that you need to add and click Submit.

The new fee items and the State Surcharge will have a new status. If the permit has a balance of minimum permit fees you will also see that updated as well (at times, the new fee item will still not exceed the balance of minimum permit fees. However, you will still have to follow the same process as when you add a new fee and there is no balance of minimum permit fees). Invoice the new fee items and go the Payment page.

In the Payment page you will see that you now have Unapplied Fees. Under the Transactions section of the Payment page, check the box on the line with the Unapplied amount  and click Apply (see attached image entitled Add Fees). Next you will be directed to Apply the fees to the correct fee items (see screen shot entitled Apply Fees). You will want to apply the Unapplied amount (the Unapplied amount is visible in this window as well) to the State Surcharge and whichever fee item has an outstanding balance. After you Apply the fees correctly, click Submit.

You will now see that the Unapplied amount is $0 and the balance that is left is what the customer owes. Process payment as per regular procedure. 

Note: It is very important to Apply the Unapplied amount before processing payment. If you process a payment before Applying the fees, Accela will Apply them at random and this will affect your account codes and receipts.