Legacy form fees
This help document is for our Legacy Forms. For a better user experience we recommend using our latest form builder which offers additional features and a more user friendly design.
If you are creating a quote calculator, follow the below steps to define your fees.
For furthe guidance on configuring fees within an InTouch Legacy Form, watch our short training video.
Adding a New Fee
- Within the legacy form, navigate to the 'Quote' step
- Select '+ Fee' at the bottom right of your screen
- Provide a Name for your fee, which will be displayed to the user
- Provide the fee with a data marker
- The data marker must begin with 'fees'.
For example, fees.purchase.legal.fee - Define the data marker on the relevant matter template
The fee can then be recalled within document and email templates. Great when producing Completion Statements! - The data marker must begin with 'fees'.
- Select the correct tax rate from the drop down listIf your fee has VAT applied, don't forget to define the tax rate data marker.
- Hide this fee: Define a condition which will hide the fee from the quote provided
- Select the question that will define the condition
- Select whether the answer should 'Equal' or 'Does not Equal' the value provided
- Provide the conditional valueFor example: 'Is this property a New Build?' 'Equals' 'No'
- Fee Calculation: Provide the amount of the fee.
- For fixed fees, input a numerical value, such as 100.00.
- For conditional fees, use a calculation.For example;
{{#if property.price > 1000000}} 1000 {{#else}} 750 {{#endif}}This equates to: If the property price is more than 1,000,000 the fee is 1,000, otherwise it is 750
- Notes: Provide additional information about the fee. The user can access this information by clicking on the question mark next to the fee on the form's quote.This is a great way to explain to your client why a fee is being charged.
- Automatically create a receivable: Choose whether a receivable should be created on the matter when the fee is quoted.
- Choose the account the receivable should be raised against.
This requires use of the InTouch accounting package. For further information please contact support@intouch.cloud.
Editing a Fee
Select the Edit button on the relevant fee.
Deleting a Fee
Select the Delete button on the relevant fee.
Copying a Fee
Select the Copy button on the relevant fee.
This is a great way of transferring a fee from a different form, saving you time typing the same thing out all over again.
Ordering Fees
Simply drag and drop your fees into the required position
Quote Emails
Once a conveyancing quote calculator has been filled in, it can automatically send a quote to your client.
- Navigate to the Form's Settings
- Select 'Send an email to primary client'
- Choose the appropriate email template
- Save
If you haven't created a bespoke email template select 'Default Calculator Quote'.
