If you no longer need a fee item best practice is to de-activate it. It is not recommended that you delete fee items as this will negatively impact your reporting.
To de-activate a fee item:
- Click Setup in the left-hand navigation panel
- Click Fee Items in the Products, Services and Commerce section.
- Click the link for the fee item that you wish to deactivate
- On the Edit Fee Item screen clear the is Active checkbox.
- NOTE: Be certain to review any association that exist to this fee item. You will be able to see if the fee item is tied to any of your membership types and if you are using the Realtor edition of the software whether the fee item is tied to your NAR Ecommerce Splits or Financial record. You will need to make the changes to these as necessary.
- NOTE: Be certain to review any association that exist to this fee item. You will be able to see if the fee item is tied to any of your membership types and if you are using the Realtor edition of the software whether the fee item is tied to your NAR Ecommerce Splits or Financial record. You will need to make the changes to these as necessary.
- Click Done.