The Goal: Add a late fee to an individual overdue or unpaid membership invoice so that the member is required to pay both the original invoice and the late fee invoice together.
Before You Begin:
- A fee item of type Late fee must already be set up before you can apply a late fee. When using accrual accounting, set the fee item recognition to On Invoice Date to ensure the charge is appropriately accounted for.
- When a late fee is added, GrowthZone generates a new invoice identified by -LF. The member will be required to pay both the open invoice and the -LF invoice.
Step-by-Step Instructions
- Go to Finance, Billing section, click Manage Overdue.
- Filter the invoices as needed by clicking Show Only or Customized Results. By filtering you are generating the list of members to which you wish to add late fees.
- Click the action button for the desired invoice.
- In the Add Late Fees/Suspend Member window, select your preferred late fee item. Update the Description and Amount if needed.
- Click Apply Changes to save.
Result: GrowthZone will create a new invoice with the late fee on it. This new invoice will have -LF appended to it, and will have the date the late fee was applied as the transaction date.
When the member goes to pay the membership invoice online, the late fee invoice is included and cannot be omitted from the payment options.
If the member accesses the invoice via the Info Hub, when making payment they will see a message at the top of the payment screen — "Late Fee Invoices must be paid together with the original Invoices." — and they will be unable to omit the late fee from the payment options.
When the member goes to pay the membership invoice online, the late fee invoice is included and cannot be omitted from the payment options.
If the member accesses the invoice via the Info Hub, when making payment they will see a message at the top of the payment screen — "Late Fee Invoices must be paid together with the original Invoices." — and they will be unable to omit the late fee from the payment options.
Common Pitfalls
- Wrong fee item type: Only fee items set up as type Late fee will appear in the selection list. If you do not see your expected fee item, verify it is configured with the correct type.
- Accrual accounting recognition: If your organization uses accrual accounting and the recognition is not set to On Invoice Date, the late fee charge may not be accounted for correctly.Changes applied:
- "Click Memberships in the left-hand navigation panel" → "Go to Finance, Billing section, click Manage Overdue" (Rule 2 path rewrite)
- "Click the Unpaid tab" removed — this tab is now the Manage Overdue page itself; navigation consolidated into step 1 (Rule 4)
- "in the Navigation Panel" / "navigation panel" → "in the left-hand rail" where applicable (Rule 1)