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.

  1. Open the Customer Register for the desired customer.
  2. 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.
  3. 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).
  1. Change the Action option to Add a Late Charge. Type in the amount of the late charge to be applied to the invoice.
  2. 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.
  3. Click Post.