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Finance Charge on Statement

PureSpring

Hi, I am having trouble getting rid of a finance charge appearing on bottom of a customer statement. The charge is set to 0% on the card file and there is no “Finance charge invoice” on the account. I have searched find transactions using the card tab and there’s are no finance charges showing. I’m at a loss as to where to find it so I can get rid of it before sending the statements?

Thankyou

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Accepted answers

Steven_M

Hi @PureSpring

Are you wanting to remove the finance charge field or have that listed but have that value show as $0.00?

If it is a case of you would like to remove the field, you would need to navigate to your customise form - Setup>>Customise Forms>>Statements>>Select the desired form>>Customise. Once in the customise form, select the desired fields and select Delete. This will remove the field from the customise form so it will not be listed on the form.

Should you be looking at having that field set to $0.00, it would be a matter of going through the open invoices for that customer and change the individual terms of each invoice. You would be looking at ensuring that the % Monthly Charge for Late Payment set to be 0.00 %.

All comments

PureSpring

Hi Steven

thanks for that, we are wanting to make the Finance charge 0.00 and wondering if there's an easier way to find all invoices that have this charge calculated because to look at all individual invoices is timely.

We are uncertain which clients have this charge applied to their statement.

Regards

Mark

Steven_M

Hi @PureSpring

Are you wanting to remove the finance charge field or have that listed but have that value show as $0.00?