You can charge late fees for customers and subagents who do not pay their statements before the next statements are printed.

Charge Late Fees

  1. From the main screen of Retailer, click on Customers -> Overdue Accounts -> Charge Late Fees.
  2. To apply the late fee to all account categories click on All Account Categories or to choose from a number of account categories click on Selected Account Categories
  3. To apply the late fee to every customer and subagent within the selected account categories click on All Customers. To choose from a range of customers within the selected account categories click on Select Customer Range. Enter a customer number range and a list of customers will appear underneath. You can remove a customer from the list by clicking on the name and pressing the [Delete] key.
  4. You can choose to change an Amount (inc GST) OR a Percentage (of what they currently owe). Enter in the amount/percentage in the box below.
  5. To generate a report of customers who are about to be charged, click on Customers Late Payment Report.
  6. To apply the late fees to the customers accounts, click on Charge Late Payment Fee.

Reverse Late Fees

  1. From the main screen of Retailer, click on Customers -> Overdue Accounts -> Reverse Late Fees.
  2. To reverse the late fee for all account categories click on All Account Categories or to choose from a number of account categories click on Selected Account Categories.
  3. To reverse the late fee for every customer within the selected account categories click on All Customers. To choose from a range of customers within the selected account categories click on Select Customer Range. Enter a customer number range and a list of customers will appear underneath. You can remove a customer from the list by clicking on the name and pressing the [Delete] key.
  4. Select the date when the fee was charged.
  5. To generate a report of customers who are about to be charged, click on Customers Late Payment Report.
  6. To reverse the late fees, click on Reverse Late Payment Fee.
  7. Click Yes to confirm that you would like to reverse the fees.