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. Under Options, tick 'Only include transactions that have appeared on a statement' if you would like to exclude invoices that have not yet appeared on a statement from being included in the Overdue Amount
  3. Under Options, tick 'Only charge fee for transactions with due date on or prior to' and then select a date to exclude recent transactions from the Overdue Amount
  4. 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
  5. 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 on the keyboard.
  6. 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.
    Note: The percentage must be a whole number
  7. To generate a report of customers who are about to be charged, click on Customers Late Payment Report.
    Note: The report is not filtered by the 'Only include transactions that have appeared on a statement' or 'Only charge fee for transactions with due date on or prior to' settings
  8. To preview the late fees to the customers accounts, click on Charge Late Payment Fee.
  9. The 'Confirm Late Fees' screen will appear with a list of Customers, Overdue Amount and calculated Late Fee
    1. The Late Fee can be changed by typing a new amount into the Late Fee column next to each customer
    2. The Late Fee can be removed by clicking the 3 dots ... next to the Late Fee amount
    3. Customers can also be removed from the list by clicking their name and pressing the [Delete] key on the keyboard
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Customer Late Fees will appear on the next Customer Statement. They cannot be printed or emailed separately

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.