Note: Service charge revenue is posted to account 4430 in the General Ledger.The software allows you to manually apply service charges to a receivable account and it also allows you to completely automate the application of service charges to all your receivables.
To manually apply service charges, refer to the Receivable Account Dialog topic.
To set your default service charge rate for new accounts, refer to the Location Defaults topic.
To set individual receivable account service charge rates, refer to the Contact Card Properties topic.
Click on Tasks.
Click on Monthly.
Click on Apply Service Charges. The Automatically Apply Service Charges dialog appears.
Click on the Date to modify the end date for transaction inclusion.
Apply To Over - Allows you to choose how old the transactions are before service charges are applied.
Category - Click the drop down to select a contact category to apply service charges to.
Click Skip Customers With Current Service Charges if you do not wish to apply service charges to accounts that already have service charges applied. This setting will be remembered on the next run.
Click Apply.
Confirm the action and all service charges will be applied automatically.
Note: Service charge revenue is posted to account 4430 in the General Ledger.
