Applying Fees & Payments | Incident IQ Help Center

This guide provides an overview of the Incident IQ Fee Tracker app and related payment processing integrations. It covers:

Permissions

The permissions listed below restrict the actions that users can perform:

You can bulk apply fees or payments from any ticket, asset, or user view.

Select: Choose one or more users in any view.
Action: A set of options appears beneath the column titles. Click Other > Perform Payment & Fees Operations.
Choose Operation: Select Create Transaction or Generate a Statement. To apply a fee/payment, choose Create Transaction.
Scope: Select whether to apply this action to the selected users or all users in the grid based on your filters.
Configure Transaction:
- Select the Transaction Type (Payment, Fee, or Adjustment).
- Select the fee or category to apply.
- Review/Edit the auto-populated fields: Name, Description, and Amount.
- Required for Fees: Select a Due Date.
- (Optional) Add Internal Notes.
Finalize: Click Create Transaction to apply the change.

Behavior by View

Tickets: Assigned to the ticket’s requestor and associated with the ticket and any asset on the ticket.
Assets: Assigned to the asset’s owner and associated with the asset (skipped if the asset has no owner).
Users: Assigned directly to the user’s account.

Administrators or agents can apply a payment or fee directly from a ticket.

Locate Widget: Use the Payment and Fees widget on the right-hand side.
Initiate: Click +Add and select the transaction type (Payment, Fee, or Adjustment).
Associate: Under the Associate With section, verify or update the user, asset, and location data pre-populated from the ticket.
Configure: Select the Item. Review/Edit the auto-populated fields: Name, Description, and Amount.
- Required for Fees: Select a Due Date.
- (Optional) Add Internal Notes.
Save: Click Save to apply. A new line item will appear in the widget. The ticket timeline will update automatically.

Both user and asset profiles include a Fee Tracker widget for viewing history and managing transactions.

View Transactions: See all applied fees, payments, or adjustments.
Manage Transactions: Use the gear icon to Edit, Delete, or Generate Invoice.
Create Payment: For Fee-type transactions, choose Create Payment to process.
Statements: Click Generate Statement to create a PDF of all transactions.
New Transaction: Click +Add to manually add a transaction.

Apply filters to any ticket, asset, or user view to streamline data management.

Access: Click Filter (top right) > Application Filters folder. Use these categories to isolate fines or fees (e.g., course fees, library fines, device insurance, athletics).
Cross-Module Consistency: When using multiple modules, the Payment App Filter displays titles that include module names. Column names are also updated to include the module name as a suffix.

Custom Views: You can create custom views and include specific columns for payment and fee data.

Generating PDFs

Statements: Click Generate Statement within the Payment and Fees widget to create a PDF of all transactions.
Invoices: Click the gear icon for a specific transaction, then select Generate Invoice to create a single-transaction PDF.

Sending via Email or Print

Selection: Trigger Generate in the bottom left corner when applying a fee, payment, or adjustment.
Print: Select Print to download the PDF for hardcopy printing.
Email: Select Email to send the document. You can send it to the user or enter additional external email addresses. Click Generate to send.

Automate workflows for Fee Tracker.

Access: Navigate to Administration > Rules in the left sidebar.
Configuration: Create new rules and apply specific filters for Fee Tracker and InTouch.
Reference: For detailed configuration steps, see the Rules Engines article.