Adding a late fee to a customer’s account

If a customer hasn’t paid their invoice you have the option to manually add a late fee to their invoice. To add a late fee, you must first create a late fee product you can use to charge to a customer. Once the late fee is created you can add a late fee using the Customer Account window.

  1. To access the Customer Account window, find the customer in either the Data Entry or POS window and click the Invoice & Payments button.
  2. Click the Add Late Fee button.
  3. In the pop up window, you will be provided the default late fee assigned in the settings. You can either use this number or enter a different late fee. Click OK to save.
  4. The late fee will now be added to the account.
  5. Click Close to finish.

 

Related Links
Creating a late fee product

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