Adding Bulk Late Fees to Delinquent Accounts
This guide shows how to add a late fee to many delinquent accounts at once from the Delinquency page. There are two ways to do it:
- By stage: add a stage's fee to the accounts in that stage.
- From the All tab: add one fee to accounts in different stages at the same time.
Fees aren't added automatically. Accounts moving into a delinquency stage don't get charged on their own. Someone has to add the fee from the Delinquency page using one of the options below.
Option 1: Add fees by stage
Use this when the accounts are all in the same stage and that stage has a fee set up. Do this each time accounts reach a stage with a fee.
1. Click Delinquency in the left-hand menu.
2. Click the tab for the stage you want to take action on.
3. Select the accounts you want to add the fee to. Use the checkbox at the top of the table to select every account in the stage.
4. Click Fee in the buttons at the top. The button shows the stage's fee amount, for example Fee ($10.00).
5. Review the fee details. The Add Charge/Credit panel is filled in with the stage's fee. Add a comment if you'd like.
6. Click Post.
7. Check the fee in the Last Fee Added column for each account.
If the stage has a service filter, such as water only, the fee is only added to accounts with that service.
Option 2: Add a fee from the All tab
Use this to add one fee to accounts in different stages at the same time, or when the stage doesn't have a fee set up.
1. Click Delinquency in the left-hand menu.
2. Click the All tab.
3. Select the accounts you want to add the fee to. They can be in any stage. Use the filters or the Stage column to find the right accounts.
4. Click Add fee in the buttons at the top.
5. Fill in the fee. In the Add Charge/Credit panel, choose the Transaction Subtype for the fee and check the Amount. Add a Label and Comment if you'd like.
6. Click Post.
7. Check the fee in the Last Fee Added column for each account.
Good to know: If every account you selected is in the same stage, the panel fills in that stage's fee for you, and the stage's service filter applies. If the accounts are in different stages, nothing is filled in. The fee you choose is added to every selected account, with no service filter.
Added a fee by mistake?
Each time you add fees, the Delinquency page's Activity panel records it, such as "25 fee transactions added." An admin can undo all the fees from that activity in one step. See Bulk Undo Delinquency Fees.
To add a fee to just one account, see Add a Fee to a Delinquent Account.