Generating Finance Charges

  1. Open the A/R Finance Charge Generation form.
  2. Specify information:
    Site Group
    Select the multi-site group ID for which you want to generate finance charges.
    Start/End Customer
    Select the range of customers you want to generate finance charges for.
    Statement Cycle
    Select the statement cycles you want to generate finance charges.
    Cutoff Date
    Select the cutoff date of the transactions you want to include in the calculation.
    Include Fully Paid Invoices
    Select this check box to include invoices that are fully paid, but which are late.
    Delete All Records First
    Select this check box to delete all finance charge records before generating the new amounts.
    Increment Date
    Select this check box to automatically increment date ranges and re-run the utility.
  3. Click Process to generate the finance charges for the selected customers.
Related topics