Has anyone implemented late fees? So far it looks like the closest thing is Finance Charges but these seem to be a manual process. Is there a way to do them in bulk or automate them? Are there other options for late fees beyond Finance Charges?
m
MGBC
04/28/2026, 11:32 PM
You could use a workflow to add a line to an invoice for a late fee after a certain timeframe has passed
MGBC
04/28/2026, 11:32 PM
Or create a new invoice for the fee
MGBC
04/28/2026, 11:33 PM
However the add line would only work if the period isn't closed
j
James Morris
04/29/2026, 2:32 PM
I thought finance charges did let you do it in bulk if you had the rules setup. You still have to run the process once a month or whatever, but looks to me like you can run it for all customers at once in bulk.
g
GMR Admin
05/01/2026, 4:50 PM
Slack really needs a reply button like Discord.
@MGBC yeah I could have swore I've seen people use a service item or other charge for this purpose but couldn't remember how it was set up.
@James Morris I'll try that out in Sandbox. There is a "select all" checkbox but the user assumed it was only for the current page and I haven't attempted it myself yet. I'll give it a go and see what happens.
GMR Admin
05/01/2026, 4:50 PM
Thanks guys!
j
James Morris
05/01/2026, 4:53 PM
Happy to help. Best you can do I think is make sure that you get notified about replies, if you haven't already: