Fees

Fees represent an individual fee paid to a payment agency or internally. Examples of a fee would be "sales tax" or "activation fee" paid to the respective state or federal agency.

Fee CSV Format

Below is the format and definitions for the CSV that sould be imported into Nucleo. Feel free to download the CSV template below.

Download CSV Template

Columns

  • Name
    ID
    Type
    string | int
    Description

    Unique identifier on your current system. In subsequent imports, Nucleo will bind existing data to this ID for any entity that references this Fee

  • Name
    Type
    Type
    string
    Description

    The type of fee being added. The options are third-party for external fees, and internal for internal fees.

  • Name
    Payment Agency
    Type
    string | int
    Description

    Unqiue identifier on your current system for the Payment Agency this fee should belong to (see [/data-migration/payment-agencies](Payment Agencies), this will be the id field.).

  • Name
    Calculation
    Type
    string
    Description

    The way the fee should be calculated. The options are fixed for a fixed amount and percentage for a percentage of the total.

  • Name
    Name
    Type
    string
    Description

    The name of the fee you are adding.

  • Name
    Rate
    Type
    decimal
    Description

    The rate of the fee being applied (i.e 5.5 or 5.00). This will be processed depending upon the Calculation field.

Process

Upon import, the fee will will be added to the Nucleo platform. You can then apply the fee to line items on invoices and services.