Assessing finance charges

  1. Select
    Actions
    , then
    Assess finance charges
    .
  2. To limit the number of finance charges displayed in this screen, in the
    Calculate finance charges through
    field, enter or select the date through which you want to calculate finance charges.
  3. Select the plus (+) sign next to the clients for which you want to display finance charges that can be assessed.
  4. Select the plus (+) sign next to each customer for which you want to display the list of invoices for which finance charges can be assessed.
  5. Select the invoices for which you want to assess a finance charge.
    • To assess all finance charges for all invoices for a particular customer, mark the checkbox next to the Customer ID.
    • To assess all finance charges for all customers for a particular client, mark the checkbox next to the Client ID.
  6. To create the finance charge transaction in the
    Enter Invoices
    screen with a status of Printed, mark the
    Create as printed
    checkbox.
  7. Select
    Assess Selected
    .

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