The Goal: Add a reactivation fee to all past-due invoices currently displayed in the filtered list in a single bulk action.
Before You Begin:
- Best practice: if you plan to suspend a member, add the reactivation fee to the open invoice first.
- A goods/service item for the reactivation fee must be set up of type Late fee. When using accrual accounting, set the goods/service recognition to On Invoice Date.
- The date of the reactivation fee will reflect the current date, NOT the invoice date.
- IMPORTANT: The fee will be applied to all invoices displayed on the Manage Overdue page as you have it filtered.
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 managing the list of members to which you wish to add a reactivation fee.
- Click Add Late Fees/Suspend Member. Only those members displayed based on your filtering options will be included in the list.
- Select the Add Line Item check box.
- Select a fee item to add to the invoice. Only fee items set up of type Late Fee will be available for selection. The Description and Amount will automatically be populated with the information provided when the fee item was created. These can be overwritten as needed.
- Click Apply Changes. IMPORTANT: The fee will be applied to all invoices displayed on the Manage Overdue page, as you have it filtered.
Note — Real Estate Edition ONLY: You may also suspend members individually or in bulk when adding late fees.
Common Pitfalls
- Applying fees to unintended members: The bulk action applies to every invoice visible after filtering. Review your filter before clicking Apply Changes.
- Fee item not appearing: Only items configured as type Late Fee appear in the list. Verify the goods/service item type if the expected item is missing.