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Adjust service charges

Practice CS calculates service charges automatically based on a daily rate. Do the following to override the calculation.

Override a service charge

  1. Select
    Actions
     then
    Assess Service Charges
    .
  2. Go to
    Calculate Service Charges through
     and enter a date.
    • Practice CS automatically calculates a service charge amount based on the date entered and puts the amount in the
      Service Charge
       column.
    • If you want to adjust a prior service charge, choose the date the service charge was assessed through.
    • If you want to assess new service charges, choose the date you want to calculate those charges through.
  3. Mark the checkbox next to the client to adjust service charges for.
  4. Override the amount in the
    Service Charge
     column for that client. Overridden amounts appear in red.
    • If the service charge amount is grayed out, the service charge has already been posted and will need to be unposted.
  5. Select
    Post Selected
     to apply the service charge.

Service Charge Journal

You can use the
Service Charge Journal
 to view the history of service charges posted to your clients.  
  1. Select
    File
     then
    Print Reports
    .
  2. Select
    Service Charge Journal
    .
  3. Choose the date range to view service charges for, as well as any applicable filters and grouping options.

Example

Assess service charges for the 1st time

When you assess the 1st service charge for a client, the amount of the service charge calculated by Practice CS may be greater than what you want to charge. For example, if you set up service charges March 1 but the invoice was due on January 1, you may want to waive charges from January 1-January 31.
  1. Select
    Actions
     then
    Assess Service Charges
    .
  2. Go to
    Calculate Service Charges through
     and enter the date you want to calculate service charges from.
    • In this example, you want to calculate service charges for the month of February, so you'd enter 01/31.
  3. Mark the checkbox for the client you want to assess service charges for.
  4. Enter
    0.00
     in the
    Service Charge
     column.
    • You're now calculating a $0.00 charge for January. By posting a $0.00 service charge, you're also advancing the date that service charges will calculate from so that when you calculate service charges for February, they'll calculate from 01/31 instead of from the invoice due date of 01/01.
  5. Select
    Post Selected
    .
  6. Change the
    Calculate Service Charges through
     date to the date you want to calculate service charges through.
  7. Select the client you want to assess service charges for. The amount in the
    Service Charge
     column is automatically calculated, but you  can override it by typing into the field.
    • In this example, you calculated $0.00 charges for the month of January and now you'll calculate the service charges for February. Enter 02/28 (or 02/29 in a leap year) to calculate service charges from 02/01-02/28 (or 02/29).
  8. Select
    Post Selected
    .

This article applies to:

  • Product: Practice CS
  • Subject: Account grouping

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