Assessing finance charges

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

  1. Choose Actions > 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. Click the plus (+) sign next to the clients for which you want to display finance charges that can be assessed.
  4. Click 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. Choose 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 Actions > Enter Invoices screen with a status of Printed, mark the Create as printed checkbox.
  7. Click the Assess Selected button.

See also: Finance charges - Additional information and examples

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