Getting There

At the main screen of Family Data & Accounting click Functions > Family Accounting > Late Payment Calculator.

Process Late Payment Fees

1. At the Late Payment Calculator screen:
   1. Choose a Post Date. This is the date the transaction will be recorded on the Account Ledger Card.
   2. Choose a Description for the charge like “Late Payment”.
   3. Enter a Comment to further describe this item if needed.
   4. Enter a balance and an “as of” date. For example you may want to charge everyone with a balance over 50.00 as of Monday the 1st. To charge all accounts who owe you money enter a balance of zero.
   5. Enter a percentage and/or a fixed amount to charge. The higher of the two will be charged, for example: 5% or 10.00. To always charge a percentage leave the amount field at zero. To always charge a flat amount leave the percentage at zero.
2. Click Next.
3. Select the accounts you wish to process  or place a check in the column header to include all accounts.

Note: Accounts shown in Italics with a grayed lightbulb indicate “hidden” accounts.

4. Change the amount to charge if needed, then Click Post. Then Exit.

View or Void a Previous Contract Billing

1. At the Late Payment Calculator screen a list of recent billing batches will be displayed under the heading Late Payment Billing History. Dbl-click the line you wish to view or void.
2. At the Batch Detail screen you’ll see all items that were part of that batch. If needed you may void the entire batch at once - just click Void Batch. A void will appear on each Ledger Card that was included in the batch.
3. Click Exit to return to the main Contract Billing screen. Click Exit again.