Reference · 4 articles

Accounts & finances

Monthly fees, payment extracts, and the account-level financial mechanics that run in the background.

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The most common starting points for this area.
The basics

Monthly fees explained

How Navigator charges fees against the participant's plan and when they run.

Read the overview
Setup

Configure fees per customer

Amount, start date, and the account-level settings that control fee behaviour.

Configure fees
Payments

Generate payment extracts

ABA and BPAY files for paying suppliers in bulk.

Create an extract

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Monthly fees
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Payments
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Common questions

Fee not running for a customer Invoice missing from an extract Fees report Unbilled customers export