Add Late Fee to Invoices using a Bulk Action
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to add a late fee to invoices using a bulk action.
Related Article
Video
Instructions
1. Click on Invoicing.
2. Click on Invoice List.
3. Click on Expand Advanced Search.
4. Select Overdue.
5. Click on Apply to filter for Overdue Invoices.
6. Click to select the Invoices to apply the Overdue fee to.
7. Click on Bulk Actions.
8. Click on Late Fee.
9. Late fees can be added as a Percentage or Flat Fee.
10. This is an example for a Late Fee with a Percentage of 15% applied.
11. Click on Apply.
12. This is an example for a Late Fee with a Flat Fee of $25 applied.
13. Click on Apply.
14. Example of a Late Fee using a Percentage applied to an Invoice.
15. Example of a Late Fee using a Flat Fee applied to an Invoice.
16. Handle updated invoice as appropriate for your agency (e.g. Print and Mail or Send via email).
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