How do I bill penalty and late fees using delinquent list/notices?

Delinquent List/Notices

Set up a delinquent list or delinquent notice to assess a late fee or penalty on a delinquent account.

Calculating a late fee or penalty with the delinquent list or delinquent notice will save you the extra step of running the Calculate Penalty Billings routine to calculate late fees and penalties.

Anyone who uses the Calculate Penalty Billings routine can set up Delinquent List/Notices to calculate late fees and penalties. You can also set up Shutoff List/Notices to bill late fees and penalties.

Can I save my options to bill penalty? Yes, you can but saving the report with the option to create billing transactions selected will bill penalty on all customers who are included on the report.

Billing penalty and late fees using delinquent list/notices

1. Open Connect Utility Management > Reports > Delinquent List/Notices.

2. On the Report Options tab, click to select the Create Billing Transactions checkbox.

Report Options tab, Create billing transactions checkbox

3. Click to select the Additional Options tab.

4. Set up the Billing Options section.

This section is available when the Create Billing Transactions checkbox is selected up on the Report Options tab.

Additional Options tab, Billing options

Use the x for the billing date

Select the transaction date the routine will use to create the billing transaction. Use period/cycle date to use the last date in the period/cycle as the billing date. Use system date to use the current date as the billing date.

Penalty services to bill

Select the penalty to bill on the delinquent account. A penalty service is service that is set up to bill a penalty. Only penalty services will be displayed in the list.

202211, 2022Aug30