How to Add a Statement/Accounting Fee

Retailer has the ability to add an account keeping fee onto customers who receive a statement. This can be useful to recoup the printing and postage cost for physical statement customers.

1. From the main screen of Retailer click on Setup -> Customer and then click on the Statement Types tab.
   
2. In this screen use the blue arrows at the bottom of the screen to find the statement type you wish to apply the fee to.
   
3. Once you have located the correct statement type, tick the Print Accounting Fee on the Statement tick-box.
4. In What is the Accounting Fee you wish to charge (inc. GST)?, enter the amount that you want to charge.
5. Click Save.
   
6. Click Close. 

Click HERE to learn more about setting up statement types.

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