Account Class (Setup) - Addition of Per Invoice Fees (17022) [New Feature]
Last Modified on 07/23/2024 1:18 pm PDT
A new default setting, 'Per Invoice Fee', is available in the Account Class setup screen that will be visible on the Customer Service screen and in Edit Account when configured.
Account Class Setup - Finance Charges and Other Fees
New Default Setting Fields:
- Per Invoice Fee 1 (and 2) Charge Code
- Per Invoice Fee 1 (and 2)
Logic:
- If the Per Invoice Fee Charge Code field is blank, the Per Invoice Fee field linked to it can not be edited.
Customer Service Screen & Edit Account
Customer Service Screen:
- Click within the Account Details section of the Customer Service screen to view the Paper Bill Fee
- If an override exists for the account, it will be displayed first, followed by the default setting configured in the Account Class.
Edit Account:
- In the Settings tab of Edit Account, the Paper Bill Fee displays as a link in the Billing section. Click on the link to open the Override Paper Bill Fee dialog, which allows the user to enter an account-level override. Note: If an override amount is entered, the user must select 'Done' for the dialog box and then 'Save' for the Edit Account screen.
