How to add fees only to customers delinquent over a certain threshold
Barrett Hansen
7 steps
13 seconds
1
From the left-hand menu, click "Delinquency"
2
To filter past due accounts by the their balance, click the three dot menu on Amount Past Due.
3
Select Filter.
4
Change the operator to "greater than".
5
Type in the value you want as your threshold and press Enter.
6
To take bulk action on these accounts, click the checkbox in the top left.
7
Select from the set of activated bulk actions on the right, such as "Fee"
How to add fees only to customers delinquent over a certain threshold
Barrett Hansen
7 steps
13 seconds
1
From the left-hand menu, click "Delinquency"
2
To filter past due accounts by the their balance, click the three dot menu on Amount Past Due.
3
Select Filter.
4
Change the operator to "greater than".
5
Type in the value you want as your threshold and press Enter.
6
To take bulk action on these accounts, click the checkbox in the top left.
7
Select from the set of activated bulk actions on the right, such as "Fee"
