Here's the situation. I have everything set up to assess the above charges if I cannot get a customer to pay within their grace period. However, when I assess the above charges, QB generates an FC invoice, which is separate from the original invoice, which now has a 'PAST DUE' stamped on it in RED.
At this point, I think the now past due invoice, will include the charges I just assessed on a select few customers. However, when I go to the Collection Center to send out the now past due invoice that I thought would have the assessed charges I just added, there is an FC Invoice. Why would I want to send a customer 2 invoices; one PAST DUE with only the original amount due, and the other with the assessed charges?
Why can't these assessed charges be added to the invoice that is PAST DUE since this is why I have assessed charges in QB desktop? When I send out the PAST DUE with the FC invoice two things tend to happen: One, the customer just pays the PAST DUE which contains the original amount and ignores the FC invoice, which we've spent time trying to collect. And/or two, I get an angry customer contacting me that they don't understand exactly how much they owe.
I've also tried the STATEMENT methode, which just adds to the confusion with additional paper and/or email requesting payments.
Any help with this would be appreciated.