Kube lets you choose whether a company is subject to late fees on overdue invoice balances. When the late fees scheduled task runs, Kube excludes companies with this setting active. For more information about scheduled tasks, see Scheduled Tasks.
This article describes choosing whether a company is exempt from late fees.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To set if a company is exempt from late fees
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
Select Billing in the side menu and select the Billing Options tab.
Click the Edit button.
Click the Select button next to the Exempt From Late Fees option to turn the setting on or off.
TIP: This setting can be customized per property the company does business with. Click the Additional Properties Billing Settings button to select additional properties where the setting should be customized.
Click Save.
TIP: The next step in the Kube customer setup process is to set if a company's invoice due date is different from the Invoices scheduled task due date. For more information, see Setting company net terms.