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.
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