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1) Navigate to System across the top toolbar and select Late Fees.
2) The Late Fees Grid will launch.
3) The primary functions associated with managing Late Fees are embedded in the Late Fee setup screen, which can be accessed by double-clicking on an existing Fee, or clicking the New button.
Creating a New Late Fee
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a) Click the New icon on the toolbar.
b) Right-click anywhere on the Member Types Grid and select New.
2) The Late Fee setup screen will launch.
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Until - If left blank, the system will continue to charge the same Late Fee each month the member is delinquent. However, some clubs have different Late Fees for 30, 60, and 90 days delinquencies. If this is the case, check the until field and populate the appropriate month.
Applying Late Fees to Members
As mentioned, it is most efficient to apply Late Fees at the Member Type level; however, Late Fees can also be applied at the individual member level if desired. In this section, we will review how to apply Late Fees at both the Member Type and individual member level.
Note:
By default the system will look at the individual member level first, and if there is nothing selected there, it will look at the Member Type level.
Member Type
To apply a Late Fee at the Member Type level:
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1) Navigate to Membership across the top tool and select Types.
2) Double click the applicable Member Type, and on the Late Fees tab, select all Late Fees that apply. The Percentage to Apply and Flat Rate will show on the Late Fees Grid within the Member Type.
3) The Late Fee will then show on the Late Fees tab within the member’s profile. Late Fees applied at the Member Type level will show in the Late Fees at Member Type section.
Member Level
If Late Fees are not applied at the Member Type level and a specific member needs to be charged Late Fees,
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2) Double click on the applicable member and navigate to the Late Fees tab.
3) In the Member Specific Late Fees section, select the applicable Late Fees.
Late Fee Exempt
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1) Navigate to the applicable member’s profile in Manage Members and select the Financial Information tab.
2) Select Late Fee Exempt. The member will not be charged Late Fees at Month End if this flag is checked.
Best Practices
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Q. How can I see the details of when a Member was moved out of a status (so I can verify why they were hit for a late fee)?
A. Within the Member’s profile, click on the Audit Log (gear icon), to view changes regarding the Member’s status.
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