How to do a Debtor Charge for customer who get a printed statement

Use this process to charge customers who do NOT receive their statements via email.

The Debtor Charges Report will only do a Debtor Charge if the Debtor has been set to have charges on their account.

Please run these steps below to setup each debtor to have a Debtor Charge.

	Setting on the Debtor Accounts

Setting on the Debtor Accounts

1

Go to => Debtors, Entry, Enter Debtors.

Load up the Debtor you wish to add the charge to.

Click on the Charges tab.

Ensure the following have been set:

Charge Account keeping fee = Yes

Account Keeping Fee = Enter in the amount you wish to charge this customer.

Account keeping minimum balance $ = 0.01

Press F9 to save these settings.

Ensure you set the "Charge Account Keeping Fee" to No if the customer decides to get their statements via email.

2

Extra Information for Debtor Interest charges

It is best to setup charges for individual debtors

When putting in the Interest rate it will be based on per annum

Intertest rate before overdue would refer to the grace period before the debtor is charged

Run the following steps to do the charges. This process would need to be run before you run your statements each month.

1	Go to => Debtors, Reports, General Reports, Print Debtor Charges Report
2	Change the following options:
3	Press F4 - Set Range to filter out only debtors who are NOT receiving their statements via email.
4	When F4 is pressed, select the red arrow in the "Filter Selection" area. Select Delivery Method - Statement from the field drop down. Set the Operator to "<> Equal" Set the Value to "Email" Press F9 to return to Debtor Charges report.
5	Now we run the report with Report Only = YES. This will just show you the debtors it will want to do the debtor charge to. Press F9 to run the report.
6	Once you are happy with the debtors that it will charge, rerun the report with Report Only = No. When F9 is pressed, it will confirm that you wish to continue:

If these customers are setup for automatic emailing of invoices, they will get this invoice emailed to them.

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