Calculated fees can either be Custodian or Direct Billed. The differences between these two methods are detailed below.
Custodian Billed
Fees are included on the fee upload file so that they can be debited from the custodian account
Default setting as this is the most common use case
Invoices generated will display that no payment is required
Direct Billed
Fees are not included on the fee upload file as end clients will pay via other means (e.g. check)
Not the default setting as this is less common
Invoices generated will display that payment is required
To adjust the payment source, from to the Clients page and navigate to the account you'd like to adjust the payment source on.
To update the payment source in bulk, select each of the accounts you'd like to assign → Actions → Bulk Assign → Payment Source
