Set the date range in the Raise Interest Invoices screen

TABLE OF CONTENTS

• Introduction
• Set the date range in the Raise Interest Invoices screen

Introduction

The Raise Interest Invoices screen allows you to raise interest invoices on outstanding account balances. Engage Fees calculates the charge between the dates you set.

Set the date range in the Raise Interest Invoices screen

1. Go to Fees>Invoices>Raise Interest Invoices screen.
2. Enter the first invoice due date for the start of the calculation, or the date after the Last Calc Date used in the Invoice Due Date Enter the date for the end of the calculation period in the To field. 

You can enter dates manually or use the calendar and select a date.

3. If you saved the date range from the previous interest invoice, you can use the Get Date Range button to repopulate the dates and update the final calculation date. Engage Fees knows what interest it has already invoiced and will not calculate it again.
4. Select the Calculate Interest and Discounts button to update the main grid with the interest calculation based on the dates set.
5. You can now use the Post Invoices button to automatically post interest invoices and update the grid for the Bill Payer accounts you select.

Note: For more information on raising interest invoices, please see the Engage Fees Billing guide, Invoices section.