Steps
To configure clients for late fees, the parameters of when a late fee is to be assessed and what amount should be billed to the client for each. This is known as a 'Late Fee Schedule' and is defined via Setup & Admin.
When adding a late fee schedule there are two main settings:
Days Overdue: This defines how many days past due an invoice must be before the late fee schedule is assessed against it.Late Fee: This defines how much the late fee should be assessed for. It can be set as either a straight dollar amount or as a percentage of the outstanding invoice.
Optionally a schedule can be set up as a recurring late fee where if the invoice remains outstanding Ubersmith will continue to assess late fees against it. To enable this feature check the 'Set Recurring Late Fee' box and set the following two values.
Recur Interval Days: This defines the number of days between late fee assessments.
Recur Late Fee: This defines what dollar value or percentage of the original invoice the recurring late fees should be assessed for.
Assigning Late Fee Schedules to a Client
Once defined a late fee schedule can be assigned to any client account within the brand. This is done via a per-client setting on the 'edit client' popup window.
Once assigned all future invoices generated for the client will have the late fee schedule attached. The summary of the late fee schedule will be displayed at the bottom of any invoice generated while it is in effect.
Assessing Late Fees
Ubersmith will automatically asses late fees on unpaid invoices and create one time fee services in clients' accounts when appropriate. The services will use the built in 'Late Fee' service plan and will have a service description that outlines what the fee is for. Further, the fee will include a service note that fully outlines which invoice and unpaid amount the late fee is being billed against.
Late fee services will be automatically invoiced to the client like any other one time fee service. Late fee services are NOT excluded from late fee schedules if the invoices that contain them remain unpaid. Also, ? take note that a late fee must be applied to an account before an invoice is generated in order for said late fee to be assessed on said invoice.
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