View Full Version : How to use Late Fees

07-07-2005, 11:43 AM
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, 11:44 AM
At the top left of your screen click on the Functions list item.

07-07-2005, 11:45 AM
Then choose calculate late fees.

07-07-2005, 11:46 AM
A Late Fees Penalties & Interest window will appear.

07-07-2005, 11:49 AM
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, 11:52 AM
This check box is located in the Customer section, then EDIT the customer and click on the BILLING tab.

07-07-2005, 11:55 AM
This is the line item description which will appear in your invoice.

07-07-2005, 12:08 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, 12:09 PM
Click the next button at the lower right and review who will be getting late fees.