Applying a Late Fee to a Single Customer

Once you have your late fee set-up, you may apply it to a single customer or a batch of customers as follows:

• Use the iWeb Shopping Cart to apply a late fee to a customer's account
• Use the Generate Late Fees action item to apply a late fee to multiple customer accounts.

Note: Late fees may not be applied if the original invoice batch is closed.

To apply a late fee to a single customer, complete the following steps:

1. Locate the customer profile and click Shopping button located on their profile in iWeb.

2. In the Shop For: drop-down, select Late Fee then enter the name of your late fee. Your late fee will appear with the flat rate member and non-member price. Recall that only flat rates set-up will appear for iWeb and individuals while percentages are used for the batch processing of multiple late fees which is discussed below.

   Note: Late Fees only appear in the Shopping Cart on iWeb for staff to apply. They do not appear on eWeb.

 

3. Select the late fee and then click Add to Cart as you would a normal product

Note that you may override the Item Price of the late fee to differentiate between the various business rules you may have set-up for terms.

 

4. Continue through the Check Out process as you normally would. Select the Previous Order/Invoice you will be assessing the late fee to during this process.

 

5. The late fee will be included along with the outstanding purchase on the Confirmation page.

 

6. The invoice that is created will contain both the prior outstanding balance and the late fee that was assessed (both order numbers are included as well).

 

7. Finally, each Individual or Organizationprofile will keep track of all assessed late fees they accrue on the Late Fees child form found on the Purchasestab.