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Connectwise Late Fee System FAQ

A: Changing your defaults for new customers is simple. Open SETUP TABLES in your Connectwise Manage system and in the TABLE column search for 'CONFIGURATION'. Drill into the 'Configuration List' and then drill into the configuration type named 'Late Fee Service Info'. Expand question #5 'Disable Late Fees' and change the DEFAULT checkbox to 'NO'. From now on, all new configuration records created for past due customers will be created with the 'Disable Late Fees' option set to NO.

A: Changing your defaults for new customers is simple. Open SETUP TABLES in your Connectwise Manage system and in the TABLE column search for 'CONFIGURATION'. Drill into the 'Configuration List' and then drill into the configuration type named 'Late Fee Service Info'. Expand question #5 'Disable Late Fees' and change the DEFAULT checkbox to 'YES'. From now on, all new configuration records created for past due customers will be created with the 'Disable Late Fees' option set to YES.

A: The system treates DISABLED LATE FEE customers the same as ENABLED LATE FEE customers and tracks which invoices are past due, and also tracks which invoice periods and invoices have already been processed for late fees even though no actual late fees are generated. By default, only invoices that become past due AFTER you ENABLE the customer will actually have late fees generated.
However, if you ENABLE a customer and want ALL their invoices that are past due to have late fees generated - simply DELETE all the entries in the 'Past due agreement invoices (do not modify)' and the 'Past due other invoices (do not modify)' fields. This effectively erases or 'resets' all the history for that customer and the service will generate all past due invoices on the next run for that customer.

A: Let's assume a NET 10 Miscellaneous invoice #1005 was created for a customer on January 1. The invoice is due on January 10, and per the business rules of the late fees application, late fees will be assessed 30 days after the invoice due date (February 9). On February 9 when the service makes its nightly run, a late fee invoice will be created and the system will add the text "1005~1" into the field named 'Past Due Other Invoices (do not modify)'. This effectively means 'Invoice #1005 has had a one month past due invoice created'. As the service makes subsequent nightly runs, it will not recreate another late fee invoice for invoice #1005 until ANOTHER month goes by. When invoice #1005 becomes 60 days past due, the system will create another past due invoice (for another 30 days since we have already sent them a late fee invoice for the first 30 days) and it will update that entry in the configuration field to '1005~2' meaning the second month late fee invoice has been created.

A: On the very first run of the software, it will calculate ALL MONTHS of ALL past due customers and create late fee Misc Invoices or agreement additions for the full amounts owed. EXAMPLE: If a customer invoice has been past due for 3 months, a late fee invoice for the full 3 months interest charges will be created. The details in the past due invoice will show the original date due, past due amounts, etc. The system then stores the data for what past due invoices were created in the late fee configuration record of each past due customer and then resumes normal processing for future months.