Mass post late fees to past due accounts

Objective

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Apply late fees to all accounts with a past due balance simultaneously, rather than manually updating each Family record

Solution

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Use the Late Fees/Misc Fees tool to identify and charge all accounts that meet your past-due criteria.

1. Go to Transactions > Post Transactions > Late Fees/Misc Fees.
2. Under the Search Criteria section, add a Current Balance from and through amount. Leave the Current Balance from field as 1.00 to include all accounts with balances over 1.00.
3. If needed, add a Transaction Date from and through.
4. Under the Transaction Details section, select a Transaction Type and Category 1, as these are required fields.
5. Enter an amount for your late fee in the Fee Amount field.
6. It is recommended to add a Transaction Note.
7. Click Preview Fees to review all accounts included.
8. Click Post Fees.

⚙️ User Permissions may limit access to this feature or functionality.