Applying a fee plan to Customers in User Management

You can apply fee plans previously created in Q2central to Customers in Q2 Console. Only one fee plan may be applied to a Customer.

To apply a fee plan to a Customer

Go to the Profile tab in the Customerpane.
Complete the following Digital banking fee plan fields:
1. Select a Fee plan.
2. Select an Effective date to be the first full month counted for fee purposes.
3. Select a Charge account to receive the debits created when fees are processed at the end of the month.
Select Save changes.