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- Choose Actions > Assess Finance Charges.
- 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.
- Click the plus (+) sign next to the clients for which you want to display finance charges that can be assessed.
- 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.
- 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.
- To create the finance charge transaction in the Actions > Enter Invoices screen with a status of Printed, mark the Create as printed checkbox.
- Click the Assess Selected button.
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