Charging Account/Late Fees (Portal)
Step-by-Step Instructions
2. On the left Navigation bar find Reports and click.
3. Under Reports, click Charges and then scroll and click on Aging.
4. To have the most up to date report, leave the "Date" Field Blank. Or Fill in date for specific month.
5. You can filter by specific membership type before clicking "Run Report" or leave unchecked for all memberships to populate.
6. You can Charge Credit Card/ACH individually or all members. This is same for Late Fees.
7. The amount that will be charged can be entered by inputting the amount in the second column titled "Pay" or just by checking the box on the furthest most left column. If that box is checked, it will charge the amount that has auto-populated.*
8. This report will show you what the current months charges are, if there are any outstanding charges (30-60-90 Past Due), and what their current balance is.
NOTE:* If member is up to date with payments and the "Pay" box says $0.00 and they are selected to "Charge All" accounts, the software does not run any charges as they do not owe anything.