Has anyone implemented late fees? So far it looks ...
# accounting
g
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
You could use a workflow to add a line to an invoice for a late fee after a certain timeframe has passed
Or create a new invoice for the fee
However the add line would only work if the period isn't closed
j
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
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.
Thanks guys!
j
Happy to help. Best you can do I think is make sure that you get notified about replies, if you haven't already:
👍 1