How to apply a fee to an account

Fred Office Plus

Overview

This article outlines the steps required to apply a fee to an account in Fred Office.

Fees commonly applied to account include:

• Postage fee for account receiving physical mail
• Percentage charge for overdue balances
• Account handling fees
• Dose Administration Aid fees, charged weekly. 

Steps

1. Log into Fred Office Plus.
2. Locate and highlight the account(s) you want to apply a fee to. You can do this by selecting one of the following:
• Reporting > Customer Report > Statement Summary
• Contact > Account > Show All
3. Right click and select Perform Quick Action.
4. Expand the Financial Details, select Apply a Fee, and then click Next.
5. Choose the relevant Date to Apply:
   
   
6. Select the Method to use:
   
7. Select the Period to calculate fee on:
   
   
8. Based on the selected Method enter either the % or fixed fee amount.
9. Click Next, then review the After balance.
10. If ready to proceed, select the confirmation checkbox.
    
11. Click Next to apply the fee and then click Finish.