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Assess Finance Charges to Customer Balances

The program allows you to quickly assess finance charges to any customers with past due balances. To do this,

  • Go to: Activities > Assess Finance Charges
  • The Assess Finance Charge to Customer Balances screen will appear
  • Select the desired End Date by entering it in the field or selecting the calendar icon
  • Enter the finance change percentage in the Amount field
  • Check/uncheck the Print each invoice option
  • Decide on Customers To Include
    • All – will assess a finance charge to all customers with a past due balance
    • One – will assess a finance charge to one specific customer
    • Tagged – will assess a finance charge only to customers that have been tagged previously in the customer list
  • Check/uncheck the Exclude inactive customers option
Updated on August 4, 2017

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