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Create a quote fee distribution

Split a quoted fee between the clinic and practitioner, then show those shares on the quote.

Table of Contents
  • Go to Setup and open Fee Distribution.

  • Click New Category if you want to group fees.

  • Click New Fee and name it, such as Practitioner fee.

  • Click Add share per party, with an Amount %.

  • Save.

Choose it on a quote or template under Default fee distribution. Fee split then shows on the quote.

Up next

Next, read Clone a quote.