How do I set up Auto Late Fees?

Forget about manual late fee calculations! With our Automated Late Fees feature, Deskworks will take care of applying late fees for you. This means no more time spent tracking overdue payments or manually adding late fees to invoices. It's all done automatically, saving you time and hassle.

Setting Up Auto Late Fees

1. Go to SETUP > SETTINGS
2. In the BILLING FEATURES section, locate the field "Auto-add Late Fee of"
3. Enter numeric values for:
   • The percentage for the late fee (e.g. 5%)
   • The number of days after the due date on which the late fee should be applied (e.g. 21 days).
4. SAVE (located at the bottom of the SETTINGS page). 

Note: To TURN OFF the Auto Late Fees feature, ensure BOTH numeric fields are left blank. 

Billing & Auto Late Fees

When a late fee is triggered, it is added to the CURRENT CHARGES section and will sweep to the next invoice. Late fees are not added to the existing overdue invoice (as this period may already be closed, and the late fee is considered due in the NEXT billing period). 

The late fee will appear as a separate line item labeled "Late Payment Fee". The line item description will include the invoice number to which the late fee was incurred, the late fee percentage, and the number of days after the due date when the fee was applied.