This guide will show you how to use Record Itemization Fee Processing in CivicPlus. You will learn how to add fees, like impact fees, to individual records. Using this process helps make sure billing is correct, keeps records organized, and saves important history for future reference. This guide includes easy steps, tips, and helpful resources to make managing fees simple and accurate.
Who is this for?
System Administrator | Container Administrator
Important Note
This guide is designed for Administrators responsible for managing fees and applying record-specific charges within your module. Your exact steps may vary depending on your role, permissions, and agency setup.
What are Record Itemization Fees?
The system provides a record itemization process, allowing users to add fees that must be applied individually to each record, such as impact fees or other record-specific charges.
Record itemization fees are often tied to a record type but are not typically required or default fees. They make it easy to quickly find and add fees to records. You can access all record itemization fees by clicking on Record Itemization on the Fees tab.
Record itemization ensures:
Accurate billing for each record.
Clear tracking for staff and citizens.
Proper historical data for auditing and reporting.
Note: To use Record Itemization on your record types, you must first have linked fees to those record types. If you need assistance, visit our article Linking Fees to Record Types for more information and step-by-step training guides.
How to Add Record Itemization Fees?
Record Itemization Fees can be added directly to a record in CivicPlus. These optional fees—such as impact fees or other record-specific charges—must be applied individually, allowing precise control over billing for each record.
Sign in to your CivicPlus site.
Navigate to the applicable module and select List.
Search for and select a record from the List.
Select the record. Click Edit (Permitting & Project Systems only).
Navigate to the Fees tab
Select the Record Itemization link.
Click the checkbox(s) to the left of each Impact Fee that must be added to the record.
Note
Some impact fees require a quantity to be entered. Enter the amount in the QTY field.
Click the Save button within the impact fee window.
The user will be returned to the fee tab with the additional impact fees added.
Knowledge Check
Now that we’ve explored how to create and manage complaint types and add Record Itemization Fees, it’s time to see what you remember.
Instructions: Click the dropdown below each question to reveal the answer. Try answering on your own first!
Question 1: What are Record Itemization Fees?
Answer: Record Itemization Fees are optional fees tied to a record type, like impact fees or other charges. They must be added manually to each record and are not automatically applied.
Question 2: Where do you go in CivicPlus to add Record Itemization Fees to a record?
Answer: Navigate to the applicable module → Select List → Open the record you want to update → click Edit → navigate to the Fees tab → click Record Itemization to see and add available fees.
Question 3: (True/False) Record Itemization Fees are automatically applied to all records.
Answer: False! Record Itemization Fees are optional or impact fees. They are optional to add to the record and will not be applied as default fees.
Question 4: Do you need to click Save after selecting fees in Record Itemization for it to be added to the fee list?
Answer: Yes! To add the fees to the record, you must click Save. Once you click Save, you will be returned to the fee tab with the additional impact fees added.
Question 5: Where do you enter a quantity for a fee that requires one?
Answer: In the QTY field inside the Record Itemization window before saving.