How To: Add a Late Charge to a Single Invoice
Use this feature to add a late charge to a specific customer. See Daily Process for information regarding adding late charges on an agency-wide basis.
The JE action button used to access this form is enabled only for users with the proper security level. |
- Open the Customer Register for the desired customer.
- Expand the policy header row that contains the invoice you want to apply the late charge to, and click the journal entry action button for that invoice.
- The Customer Journal Entry form displays with the following defaults:
- The Division assigned to the selected invoice. This cannot be changed.
- Journal Date that defaults to the current system date. This can be changed.
- Invoice information (policy number, invoice number, invoice effective date, and invoice balance). This cannot be changed.
- A Journal Memo based on the default Action option. This can be changed.
- The Action option defaults to Offset Invoice Balance to Other GL Account(s).
- Change the Action option to Add a Late Charge. Type in the amount of the late charge to be applied to the invoice.
- The Journal Memo description has changed to "Late Charge Added", based on the Add a Late Charge action. Enter any additional information in the memo description, as desired.
- Click Post.