Create a Fee Set

Through creating a fee set, you can assign a fee set to different products and services.

Prerequisites

Before creating a fee set, ensure that the following prerequisites are met:

• The Fee Set tab is created and added to the homepage.

• Required fields are added to the new fee set page.

Steps

To create a fee set, perform the following steps:

1. Log in to your Salesforce account. 

2. Select  (App Launcher).

3. Search for Q2 Origination, and then select it.

4. Select Fee Set to create a new fee set, and then select New.

   

5. In the New Fee Set window, perform the following action:

   Field Name	Action and Information
   Fee Set Name	Specify a name for the new fee set you want to create.

6. Select Save.