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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add & Manage Fees / Fines

  • Updated:

The fee system relies on data entered within the record to correctly calculate the fees. Each module has a Fees tab where fees are entered and attached to records.

  • Permits: If you calculate by the square footage of the project, you must populate the usable floor area field under the structure tab of the permit. If you calculate by project cost or project value, you must populate that data under the property tab of the permit record. The fee system will then calculate the required fees.
  • Violations: The system can calculate based on violation record counts and citations issued.

 

During implementation, the fee structure is set up for each customer. The system can eliminate almost all of the manual calculations and streamline the entire fee management process.

 

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Add Fees / Fines to a Record

 

  1. Sign in to your site
  2. Navigate to the applicable module and select List
    Module list.
  3. Search for and select a record from the list
    Select permit record.
  4. Click Edit (Permitting & Project Systems only)
    Edit record.
  5. Navigate to the Fees tab
    Fees tab.
  6. Click Add/Edit Fee Charges
    Add edit fee charges.
  7. In many cases, Default Fees are automatically attached to the record. If all the required fees are automatically added, skip to step 10.
    Default fees.
  8. If additional fees need to be added to the record, click Add Another Fee link
    Add another fee.
  9. Select a Fee Type from the drop-down list
    Select fee type.
    Note: The drop-down box will provide a list of all the fee types that are related to the specific module you are in.
  10. If needed, repeat steps 8 to 9 until all fees have been added to the record
  11. While the system calculates many fees, the user always has the ability to override those by entering the required Total
    Total box.
    Note: You can also override the Cost, Value, or Area fields but that is not recommended.
  12. If you need to complete calculation details for the fee, select Click here and fill out the necessary fields
    Click here to show calculations.
    Note: Customers may have fees that require the user to enter a specific quantity such as the number of units, lots, number of hours, number of outlets, number of fixtures, etc. If a fee requires a specific entry, this must be entered manually as the system has no way to know how many of the items you need.
  13. Click Save Fees
    Save fees.
  14. Click Exit Fees to close the window
    Exit fees.
  15. You can now create an invoice and apply payments to the record

 

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Add Impact Fees

The system provides a record itemization process. This allows users to add Impact fees and other similar fees that need to be selected per record.

  1. Sign in to your site
  2. Navigate to the applicable module and select List
    Module list.
  3. Search for and select a record from the list
    Select permit record.
  4. Click Edit (Permitting & Project Systems only)
    Edit record.
  5. Navigate to the Fees tab
    Fees tab.
  6. Select the Record Itemization link
    Record itemization link.
  7. Click the checkbox(s) to the left of each Impact Fee that must be added to the record
    Impact fee checkboxes.
    Note: Some impact fees require a quantity to be entered. Enter the amount in the QTY. field.
  8. Click the Save button within the impact fee window
    Save button in bottom right corner.
  9. The user will be returned to the fee tab with the additional impact fees added

 

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Adjust Fees / Fines

Important Note: Any changes made to fees/fine records can seriously affect invoices and payments associated with those fees/fines. Adjusting dates of fees/fines (the date they were entered in the system) can also affect payment dates. Users should avoid having fee/fine dates newer than the date a payment was made and associated with the fee/fine.

 

 

  1. Sign in to your site
  2. Navigate to the module, select List, and select the record you wish to modify
    Module list.
  3. Click Edit (Permitting & Project Systems only)
    Edit record.
  4. Navigate to the Fees tab
    Fees tab.
  5. Click Add/Edit Fee Charges
    Edit fee charges
  6. To change a Date, select the calendar for the fee/fine and choose a new date
    Change date
  7. If needed, adjust the Amount
    Amount field.
    Note: If the amount field will not allow you to edit, it means the fee/fine is associated with an invoice and/or a payment. You will not be able to adjust the amount unless the entire invoice and/or payment associated with the fee is voided.
  8. Select the Change Amounts & Dates button to save the changes
    Change amounts and dates.
  9. Click Exit Fees
    Exit fees.
    Note: Do not click the Save Fees button or it will wipe out the changes just completed.

 

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