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Adding Late Fees in Bulk

There are three ways to add late fees to your Memberships in bulk.

 

1.  From your EFT batch - If the Member's dues payment fails in your batch, you can add a late fee to all of the failures in bulk, then process the batch as a Re-run.

Go to Functions -> EFT -> View Batches;

After you batch has been finalized, you will see a link "Add Fees to Fails".  Click this link;

All of the Members who failed in this specific batch will display.  You can remove anyone you do not want to add a fee to by unchecking the box next to their name.

Enter the amount to charge, a reason and select a Charge Type.

Click the button for 'Add Payments'.  

Add_Fee.png

All of the Members will have a new Scheduled Payment added for the late fee.  You can either draft them again in a Re-Run batch or choose to collect from them by phone or email.

 

2. From Open Balances - If you and your staff actively work the open balances after the EFT has run, it is better to add the fees to the failures from the Open Balance Report.  Any payments taken after the batch runs, will not be reflected in the batch because it is a static report.  Failed payments will still appear as failed in the batch.

Go to Quick Reports -> Open Balances.  

Select 'Past Due - 1 to 30 Days and Search;

After the data is returned, Click the $ icon - ​ to 'Add Charge';

Adding_Fees_from_Open_Balances.png

 You can remove anyone you do not want to add a fee to by unchecking the box next to their name.

Enter the amount to charge, a reason and select a Charge Type.

Click the button for 'Add Payments'.  

Add_Fee.png

3.  From Memberships

Go to Functions -> Memberships -> Add Scheduled Payment;

You will want to add a late fee to anyone with an open balance > or = to 1 and Search.  (It is usually not necessary to enter a Member Since date for this purpose);

You should enable the box at the top of the grid to enable all Members, then work through the list disabling any Member you do not want to add a Late Fee to;

Enter the amount to charge, a reason and select a Charge Type.

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