How do I set up Auto Late Fees?

Modified on Sun, 27 Oct at 1:50 PM

Forget about manual late fee calculations! With our Automated Late Fees feature, Deskworks will take care of applying late fees for you. This means no more time spent tracking overdue payments or manually adding late fees to invoices. It's all done automatically, saving you time and hassle.


How to set up Auto Late Fees:

  1. Go to SETUP > SETTINGS

  2. In the BILLING FEATURES section, see “Auto-add Late Fee of”.

  3. Enter the amounts for:

    1. The percentage for the late fee.

    2. The number of days after the due date on which the late fee should be applied.

    3. Note: if you do not want late fees, be sure both fields are blank.

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    Additional Information:Late Fees will show up in the Current Charges section and will sweep to the next invoice. (They are not created in the overdue invoice as this period may be closed and the late fees are due in the NEXT period!). The description will note the invoice number to which the late fee was incurred, along with the percentage and the number of days after the due date it is applied.
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