{"id":5078,"date":"2016-12-08T21:11:36","date_gmt":"2016-12-08T21:11:36","guid":{"rendered":"https:\/\/margill.com\/?p=5078"},"modified":"2025-10-10T10:46:51","modified_gmt":"2025-10-10T14:46:51","slug":"how-to-add-late-fees-automatically","status":"publish","type":"post","link":"https:\/\/margill.com\/en\/how-to-add-late-fees-automatically\/","title":{"rendered":"How to add late fees automatically?"},"content":{"rendered":"<p>Question:<\/p>\n<p><strong>How to add late fees automatically?<\/strong><\/p>\n<p><!--more--><\/p>\n<p>Answer:<\/p>\n<p>1) Margill Administrator: Go to Tools &gt; Settings &gt; Column Fees Titles (in version 4.3 name will be changed to Custom Column Titles). Change the Column Fees to the name you want and Save.<\/p>\n<p id=\"CyoXoGO\"><img loading=\"lazy\" decoding=\"async\" width=\"656\" height=\"174\" class=\"size-full wp-image-5079 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c838d3c73.png\" alt=\"\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c838d3c73.png 656w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c838d3c73-300x80.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c838d3c73-450x119.png 450w\" sizes=\"auto, (max-width: 656px) 100vw, 656px\" \/><\/p>\n<p>2) Still in Settings, go to Column Fees: Automatic. You set up the fees as you wish based on Line status and the type of Column Fees. In the example below there are 3 fees, the first for an Unpaid Payment, $25 will be charged.<\/p>\n<p id=\"iTcVGab\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-5080 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c90eaf189.png\" alt=\"\" width=\"614\" height=\"572\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c90eaf189.png 784w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c90eaf189-300x279.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c90eaf189-705x656.png 705w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c90eaf189-450x419.png 450w\" sizes=\"auto, (max-width: 614px) 100vw, 614px\" \/><\/p>\n<p>3) Now in each loan you must activate the Automatic Fees. Open up a Record, go to Advanced and check &#8220;Use Automatic Column Fees for this Record&#8221;. This would be a long process, Record by Record, so see below to make bulk changes&#8230;<\/p>\n<p id=\"EjgXaxc\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-5081 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c9cf3a3ae.png\" alt=\"\" width=\"640\" height=\"237\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c9cf3a3ae.png 737w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c9cf3a3ae-300x111.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c9cf3a3ae-705x261.png 705w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849c9cf3a3ae-450x167.png 450w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>If you want to change multiple Records at once, go to the Main window, select the Records\u00a0where automatic fees are to be used, right click with the mouse and choose Global changes. See the images below. Words not really required&#8230;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-5082 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849ca9e78dd8.png\" alt=\"\" width=\"525\" height=\"326\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849ca9e78dd8.png 581w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849ca9e78dd8-300x186.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849ca9e78dd8-450x280.png 450w\" sizes=\"auto, (max-width: 525px) 100vw, 525px\" \/><\/p>\n<p>Refresh&#8230;<\/p>\n<p id=\"cGeKHXz\"><img loading=\"lazy\" decoding=\"async\" width=\"595\" height=\"202\" class=\"size-full wp-image-5083 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849caca6390e.png\" alt=\"\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849caca6390e.png 595w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849caca6390e-300x102.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849caca6390e-450x153.png 450w\" sizes=\"auto, (max-width: 595px) 100vw, 595px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Highlight desired records and right click with the mouse. Change to Active.<\/p>\n<p id=\"xsXQwfw\"><img loading=\"lazy\" decoding=\"async\" width=\"596\" height=\"258\" class=\"size-full wp-image-5084 aligncenter\" src=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849cb070b115.png\" alt=\"\" srcset=\"https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849cb070b115.png 596w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849cb070b115-300x130.png 300w, https:\/\/margill.com\/wp-content\/uploads\/2016\/12\/img_5849cb070b115-450x195.png 450w\" sizes=\"auto, (max-width: 596px) 100vw, 596px\" \/><\/p>\n<p>Now the auto fees will be applied when you change a Line status from Due Pmt to Unpaid (or other rule created).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Question: How to add late fees automatically?<\/p>\n","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","footnotes":""},"categories":[405,193,404],"tags":[],"class_list":["post-5078","post","type-post","status-publish","format-standard","hentry","category-margill-loan-manager-documentation","category-knowledge-base","category-margill-loan-manager"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Margill | How to add late fees automatically<\/title>\r\n<meta name=\"description\" content=\"Learn how to add late fees automatically in our Margill Loan Manager\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/margill.com\/en\/how-to-add-late-fees-automatically\/\" \/>\r\n<meta 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