Add Late Fee to Invoices using a Bulk Action

Add Late Fee to Invoices using a Bulk Action

Purpose

  1. 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.


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 to filter for Overdue Invoices.


Click on Apply to filter for Overdue Invoices.



6. Click to select the Invoices to apply the Overdue fee to.


Click to select the Invoices to apply the Overdue fee to.



7. Click on Bulk Actions.


Click on Bulk Actions.



8. Click on Late Fee.


Click on Late Fee.



9. Late fees can be added as a Percentage or Flat Fee.


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.


Click on Apply.



12. This is an example for a Late Fee with a Flat Fee of $25 applied.






13. Click on Apply.


Click on Apply.



14. Example of a Late Fee using a Percentage applied to an Invoice.


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).


Handle updated invoice as appropriate for your agency (e.g. Print and Mail or Send via email).





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