Scheduled Account Fees

Fred Office Plus

Fred Office Plus can be configured to automatically charge fees to all or to one or more groups of account customers according to a recurring schedule. As an example, this could be used to automatically charge a weekly packing fee, or charge a postage fee for customers' receiving mailed statements.

Create a new statement charge

1. Go to Contacts, then select Statements.
2. In the Statement Charges section, click Add.
   
3. Under Charge Details enter:
   • A Name for the charge.
   • A Description for the charge (Optional).
   • The Amount to be charged.
   • If the amount Includes GST, select the checkbox.
     The Statement Text which will display against the charge.
   • Select the checkbox Scheduled charge enabled.
     
4. In the Charge Account Selection section:
   • You can select specific Account Type(s).
   • Choose whether to charge: All Customers, Accounts in an Account Group or Customers in a Nursing Home.
   • Select the checkbox to only charge Accounts that are marked for paper statements.
   • Select the checkbox to Charge accounts with $0.00 balance.
5. Under Scheduled Method select to either run the charge at a specific time or run prior to a statement schedule. Note that the latter option is only appropriate for monthly charges, for example an account postage fee.
6. Select the Recurrence Pattern from the options of Daily, Weekly, Monthly or Yearly.
7. In the Range of Recurrence section, choose when the automatic scheduled charge will end.
   

If you need to apply a once-off fee to account customers, use the Quick Action Wizard.

Related links

• Apply a fee to an account group