Admin Level - Financial Admin Full Access

  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Business Tools > Billing Setup.
  2. Set the Due Date.
    • This will be listed on the invoice but otherwise does not affect anything.
    • Those on auto pay will always have their CC or ACH charged on the 1st regardless of this setting.
  3. Select the Chart of Account for Late Fee.
  4. Set the Late Fee amount (enter 0 if you do not want to charge a late fee).
  5. Set Late Fee generation date.
    • The date will occur in the same month the invoice is generated; it cannot be set to the next month.
    • Those teams with auto pay should set this no earlier than the 15th since ACH payments can take 7-10 business days to go through.
  6. If you only want late fees to be charged to Active and/or Suspended accounts, check the appropriate boxes.
  7. Click Save Changes.

See Also
How do I not charge dues for specific months?
Allowing parents to make CC payment on demand
On demand charge & payment for admins