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
