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Settings: Membership Late Fees 

Article Contents: This article provides step-by-step instructions for setting up and managing late fees in the software and for setting minimum thresholds so small balances don’t trigger nuisance late fees.

Step by Step

Step 1: Navigate to Settings in the top right hand corner and then locate Membership Settings from the left hand panel.



Step 2: Scroll down until you see the option to set the Invoice Due After Days setting. Enter the number of days for the invoice due date. This number is capped at 30 days.

Click Add Invoice Due after Days to save the number of days you've entered. 



Step 3: Setting the amount of the late fee:

While still under Membership Settings, click on the Late Fee tab. Then, click Add to create a late fee. Fill out the required fields.

Fee Type: Select either percent or Fixed $. Then enter either the percentage or the flat dollar amount that will be charged.

Title: Enter a title for the late fee.

 

Important note: A percentage late fee is calculated on the invoice total, not the remaining balance. For example, a $300 invoice paid down to $10 still incurs a 5% late fee of $15 (5% of $300) — not 5% of $10. Keep this in mind when setting your percentage and thresholds.

Set up the late fee and use the threshold fields below as needed.

Don't bill if charge calculated is less than: Enter a dollar amount. If a member’s calculated late fee is less than this value, the system will not assess a fee. Example: If set to $5.00 and the calculated fee is $3.00, no late fee will be charged.

Don’t Bill if Overdue Balance is Less Than: Enter a dollar amount. If the member’s overdue balance is less than this amount, a late fee will not be charged. Example: If set to $5.00 and the overdue balance is $3.50, no late fee will be applied.

Minimum amount to charge: Enter a minimum value. This ensures that members are never charged a late fee below this amount, even if the calculation is lower. Example: If the calculated fee is $3.00, but the Minimum Amount is set to $5.00, the system will charge $5.00.

Click Save.



Step 4: Editing an Existing Late Fee:

- Navigate to Settings > Membership Settings > Late Fee.
- Click Edit next to the late fee that you're looking to modify.
- Make the specified changes that you need and click Save. 



Step 5: Removing a Late Fee:

- Navigate to Settings -> Membership Settings -> Late Fee.
- Click Remove next to the late fee that you're looking to remove.
- Confirm the Removal when prompted.