Set up and customize late fees that automatically get calculated and invoiced to accounts with balances.

🎉Late Fees Will Be Available in June!

Permissions

Creating a Late Fee

Fee Exclusions

Adding a Late Fee

Financials Screen

Invoice & Statement PDFs

Analytics

🔒 Permissions

Users will need to have the admin_edit_fees and manage_fees permissions added to a role in order to edit or manage Late Fees.

admin_edit_fees will allow users to access the Late Fee Admin section
manage_fees will allow users to exclude Late Fees from certain Account Types
- the admin_account_types permission is necessary to access the Account Types Admin

💲 Creating a Late Fee

To create a new Late Fee, navigate to the Admin section under Practice.

The fee amount may be a percentage of an invoice or a fixed dollar amount, and the fee may be assessed on a schedule of either one-time only or recurring. Only one Late Fee can be created at this time, and the fee is not active until it is initially set up.

Late Fees can be applied to invoices multiple times; once per set interval of days, up to a maximum of 6 times, after which the fees stop accumulating. For the example above, a $25 Late Fee will be applied every 30 days for the next 3 months.

Late Fees may be inactivated, and vice versa, using the active toggle. Deleting Late Fees is not supported at this time.

❌ Fee Exclusions for Account Types

Users with the manage_fees and admin_account_types permissions may add/remove Fee Exclusions from individual Account Types in the Account Types Admin.

Late Fee Screen

After an Account Type has been assigned a Fee Exclusion, that Account Type will display in the Excluded Account Types section of the Late Fee screen. Only users with admin_edit_fees permission will have access to the Late Fee Admin.

➕ Adding a Late Fee

Once a Late Fee has been created, users will need both the business_office_manage_accounts_and_patients and manage_fees permissions to add or remove an account’s fee eligibility.