Post Late Charges window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to view all customers with past-due invoices. To determine the past due invoices, the invoice date is compared with the terms. If the term has been exceeded and the invoice remains unpaid, the customer is listed here with the total outstanding account balance and the portion of that balance that is late.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer and click Post Late Charges.
- Use the keyboard shortcut Alt, M, C, P.
Diagram
The following thumbnail illustrates the Post Late Charges window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
grid columns |
|
|
(select) |
Select this box to post a late charge to this account. |
|
Acct# |
Displays the account number associated with each customer. |
|
Name |
Displays the customer name or store account name |
|
Balance |
Displays customer's total outstanding balance. |
|
Late |
Displays customer's total past-due outstanding balance. |
| Last Charge | This is the last date late charges were posted and it cannot be changed. It is determined by system variable LastOALateCharge. |
| Late Charge | Enter an amount to post as a late charge to the selected customer account(s). |
|
Filter Options |
|
|
location |
Select a location to display only those invoices associated with the selected location. |
|
Customer Type |
Select a customer type to display only those invoices associated with customers of that customer type. |
|
Include Charge Sales |
Select this check box to include invoices for charge sales in the grid. |
|
Include Service Tickets |
Select this check box to include service tickets in the grid. |
|
Include Layaways |
Select this check box to include layaway invoices in the grid. |
|
Include Short Term Rentals |
Select this check box to include short-term rental invoices in the grid. |
|
Include Lesson Invoices |
Select this check box to include lesson invoices in the grid. |
| (dollar - left) | The total dollar amount displayed in the Balance column of the grid. |
| (dollar - right) | The total dollar amount displayed in the Late column of the grid. |
| Total Accessed | This is the total dollar amount to be assessed for late fees to the customer accounts shown in the grid based on the amount entered in the Late Charge box. For example, if you enter a value of $3.00 in the Late Charge box and five accounts display in the grid, the total assessed amount is $15.00. |
Buttons
| Item | Description |
|---|---|
| Get Balances | Populates the grid with customer accounts matching the selection criteria entered in the Filter Options area of the window. |
| Save | Saves the late charges as defined above and creates a late charge invoice(s) for the selected account(s). |
| Cancel | Cancels any changes or selections you've made to the window. |
| Exit | Closes the window. |
