Add Late Fee to an Invoice

Add Late Fee to an Invoice

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to add a late fee to an invoice.

Related Article

Video


Instructions


1. Click on Invoicing.


Click on Invoicing.



2. Click on Invoice List.


Click on Invoice List.



3. Click on Expand Advanced Search.


Click on Expand Advanced Search.



4. Select Overdue.


Select Overdue.



5. Click on Apply.


Click on Apply.



6. Click on Edit for the Invoice to add a late fee to.


Click on Edit for the Invoice to add a late fee to.



7. Click on Add Fee.


Click on Add Fee.



8. Click on "Late Fee" to add the Late Fee.






9. Option #1: Select "Flat Fee" to add a Late Fee using a Flat Fee. Enter the fee amount and any notes needed.






10. Click on Save.


Click on Save.



11. Example of the Flat Fee late fee added to an Invoice.


Example of the Flat Fee late fee added to an Invoice.



12. Option #2: Select "Percentage" to add a Late Fee using a Percentage. Enter the percentage and any notes needed. The late fee for this example is added to the total Invoice.






13. Click on Save.


Click on Save



14. Example of the Percentage (15%) late fee added to an Invoice.






15. Handle the updated Invoice as appropriately per agency requirements.

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Handle the updated Invoice as appropriately per agency requirements.





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