Help Center

You can either have late fees applied directly to an invoice or have the system create a special invoice to capture all of the customer late fees for the month. Creating a special invoice for late fees will mean your invoices won’t change if a late fee is applied. You should already have your late fees set up.

When an invoice is past due and qualifies for a late fee, the system will automatically create a special invoice. The invoice note will say ‘Automated late fees for the month of ….”.

You can edit the special invoice to see the list of invoices that are past due.

Your original invoices will not be affected by the late fees. If you are using GL locking, it is recommended you enable this feature.