How to Add Late Fees?

Steps to Add Late Fee on Chargezoom

1. Create Late Fee Product or Service

• Go to Products and Services:
  • In Chargezoom, navigate to the Products and Services tab.
  • If you haven’t already created a product or service for late fees, click Add New.

• Create a New Product/Service:
  • Name the product/service something like “Late Fee” or similar.
  • Set the appropriate price for the late fee (e.g., a flat fee or percentage).
• Save the New Product/Service:
  • Once the product is created, save it to ensure it's available for invoicing.

2. Editing an Invoice

• Go to the Invoices Tab:
  • Navigate to the Invoices tab in Chargezoom to start a new invoice.

• Add Late Fee Line Item:
  • When editing the invoice, click Add Line Item.
  • Select the Late Fee product/service that you previously created.
  • The price will be displayed correctly based on what you set up in the product or service.

• Complete the Invoice:
  • Add other necessary details such as the customer, date, and any other items that are part of the invoice.
  • Save or send the invoice as needed.

3. Confirm the Late Fee is Added

• Review the Invoice:
  • Double-check that the late fee has been added as a separate line item and that it appears correctly on the invoice.
• Send Invoice to Customer:
  • Once everything is confirmed, you can send the invoice to your customer directly from Chargezoom.