Scheduled Account Fees
Fred Office can be configured to automatically charge fees to all or to one or more groups of account customers according to a recurring schedule. As an example, this could be used to automatically charge a weekly packing fee, or charge a postage fee for customers' receiving mailed statements.
Create a New Statement Charge
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From Contacts, select Statements.
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In the Statement Charges section, click Add.
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Under Charge Details enter:
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A Name for the charge.
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A Description for the charge (Optional).
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The Amount to be charged.
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If the amount Includes GST, select the checkbox.
The Statement Text which will display against the charge.
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Select the checkbox Scheduled charge enabled.
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In the Charge Account Selection section:
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You can select specific Account Type(s).
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Choose whether to charge: All Customers, Accounts in an Account Group or Customers in a Nursing Home.
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Select the checkbox to only charge Accounts that are marked for paper statements.
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Select the checkbox to Charge accounts with $0.00 balance.
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Under Scheduled Method select to either run the charge at a specific time or run prior to a statement schedule. Note that the latter option is only appropriate for monthly charges, for example an account postage fee.
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Select the Recurrence Pattern from the options of Daily, Weekly, Monthly or Yearly.
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In the Range of Recurrence section, choose when the automatic scheduled charge will end.
If you need to apply a once-off fee to account customers, use the Quick Action Wizard.