Discounts and Late Fees Knowledge Base

Quickly and easily apply discounts and late fees to your invoices. If you need to automatically apply late fees to overdue invoices we have a new setting for it in your Company Settings > Invoicing tab.  

Getting Started

You can apply a discount several ways, but the easiest way is:

• Navigate to an invoice
• Click Actions in the top right
• Select "Apply Discount"
• Enter an ammount and a note (if needed)
• Click Save

Easy enough?  Manually applying a late fee is the same process:

• Navigate to an invoice
• Click Actions in the top right
• Select "Apply Late Fee"
• Select your type (fixed amount or percent)
• Enter an ammount and note (if needed)
• Click Save

You'll also see a new "Past Due" alert at the top of the invoice when the invoice is overdue.  

Automatically Applying Late Fees

Want to automatically add a late fee to past due invoices?  We just added a new setting to help with this:

• Navigate to Management > Company Settings
• Click the Invoicing tab
• Scroll down until you see "Late Fees"
• Select the type (fixed amount or percent)
• Enter your late fee amount
• Click Save

Every night at midnight, we will apply a late fee to all applicable invoices.

Exempt Customers

There may be select VIP customers that you do not want to get hit with a late fee.  We have an easy solution for this:

• Navigate to a customer
• Scroll to bottom
• Select the "Late Fee Exempt" checkbox
• Click Save

That's it!  As always we want to hear from you.  Please reach out to us with questions!