You can charge late fees for customers and subagents who do not pay their statements before the next statements are printed.
Charge Late Fees
- From the main screen of Retailer, click on Customers -> Overdue Accounts -> Charge Late Fees.
- 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
- 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
- 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
- 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.
- 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 - 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 - To preview the late fees to the customers accounts, click on Charge Late Payment Fee.
- The 'Confirm Late Fees' screen will appear with a list of Customers, Overdue Amount and calculated Late Fee
- The Late Fee can be changed by typing a new amount into the Late Fee column next to each customer
- The Late Fee can be removed by clicking the 3 dots ... next to the Late Fee amount
- Customers can also be removed from the list by clicking their name and pressing the [Delete] key on the keyboard

Customer Late Fees will appear on the next Customer Statement. They cannot be printed or emailed separately
Reverse Late Fees
- From the main screen of Retailer, click on Customers -> Overdue Accounts -> Reverse Late Fees.
- 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.
- 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.
- Select the date when the fee was charged.
- To generate a report of customers who are about to be charged, click on Customers Late Payment Report.
- To reverse the late fees, click on Reverse Late Payment Fee.
- Click Yes to confirm that you would like to reverse the fees.