View Full Version : How to use Late Fees
07-07-2005, 12:43 PM
You can easily add a late fee line item to your customers' invoices who are late in paying by following these simple steps.
07-07-2005, 12:44 PM
At the top left of your screen click on the Functions list item.
07-07-2005, 12:45 PM
Then choose calculate late fees.
07-07-2005, 12:46 PM
A Late Fees Penalties & Interest window will appear.
07-07-2005, 12:49 PM
If this is checked, it will only include customers you have selected to have the late fee option enabled.
When might you use this?
If you have a good customer you know is late on paying but you don't want them to receive a late fee, you can disable the option for them.
07-07-2005, 12:52 PM
This check box is located in the Customer section, then EDIT the customer and click on the BILLING tab.
07-07-2005, 12:55 PM
This is the line item description which will appear in your invoice.
07-07-2005, 01:08 PM
Choose - Add line item to past due invoice
If you want to add a late fee line item to an already generated invoice. (This is not often used.)
Choose - Add line item to next generated invoice
If you want the late fee line item to be put into the Schedule - Completed Jobs tab to wait until your next generated invoices. (Most common way to use this feature.)
07-07-2005, 01:09 PM
Click the next button at the lower right and review who will be getting late fees.
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