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Tally · Sales Setup

Fee Schedule

Which fee schedule this sale uses; its rates are locked in at sale creation.

1 min read · 2 depth levelsstratum-tally · vpilotMatches production
Everyday

Pick the fee schedule that should govern commission, yard fees, checkoffs, and the rest for this sale. The moment the sale is created, Tally takes a frozen copy of that schedule's rates and attaches it to the sale.

The snapshot is what settlements actually use — so editing the underlying fee schedule later does NOT change a sale that already locked it in. This protects past sales from rate changes. To use new rates, apply them to future sales.

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