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.
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!
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