If applicable, you can add late fees to over-due invoices. As a pre-requisite, you will setup a goods/service for the late fee. This goods/service MUST be setup of type Late fee. When using accrual accounting, set the goods/service recognition to On Invoice Date. This will ensure that the late fee charge is appropriately accounted for. Date of the fee will reflect the current date, NOT the invoice date.

Add Late Fees to Overdue Invoices Individually

1. Click Memberships in the left-hand navigation panel.
2. Click the Unpaid tab.
3. Filter the invoices as needed by clicking Show Only or Customized Results. By filtering you are generating the list of members to which you wish to add late fees.
4. Click the  icon in the Actions column for the desired invoice. 

   

5. Select the Add Line Item check-box. 
6. Select a goods/service to add to the invoice from the Item list. The Description and Amount will automatically be populated with the information provided when the goods/service was created. This can be over-written as needed.
7. Click Apply Changes.

Mass Add Late Fees to Overdue Invoices

Click Memberships in the left-hand navigation panel.

Click the Unpaid tab.

Filter the invoices as needed by clicking Show Only or Customized Results. By filtering you are managing the list of those members to which you wish to add a late fee.

Click the Add Late Fees/Suspend Member button. Only those members displayed based on your filtering options will be included in the list.

Select the Add Line Item check-box.

Select a goods/service to add to the invoice from the Item list. The Description and Amount will automatically be populated with the information provided when the goods/service was created. This can be over-written as needed.

Click Apply Changes. IMPORTANT: The fee will be applied to all invoices displayed on the Unpaid tab, as you have it filtered.

You may also suspend members when adding late fees, as described below (Real Estate Edition Only).