How to charge an NSF fee.

Should your Organization charge a fee for NSF (Not Sufficient Funds), you can create an invoice to charge the payer.

First, you will need to create a manual invoice:

Step 1: Create the invoice

1. Accounts receivable > manual invoice
   • Customer = Parent
   • Reference Contact = Parent or child
   • Date = todays date
   • Reference Date: Today
2. Add a line item click the “+”
   • Customer item = NSF
   • Tab over and the Account will come up – NSF charge
   • Description = NSF charge for ………
   • Quantity 1 
   • The 20.00 will come up automatically
3. Select the check mark to apply
4. Review your work
5. Click the SAVE icon to Save information
6. Click Post to complete

NOTE: At this time, should this be incorrect, because it is a manual invoice, it can be voided. (must be done before payment is applied and collected).

Step 2: Record the Payment

1. Accounts Receivables > Payments
2. To record a payment:
   • Manual Payment
3. To process a payment via (debit, EFT, credit cards)
   • Batch Payments Processing
4. Select the Payer you are applying the payment for
5. Review amount and Payer
6. Create

Step 3: Deposit to the Bank

1. Accounts Receivables
2. Select Payments
3. Select Bank Deposit
   • Enter criteria
   • Select Payer
   • Review amount and Payer
4. POST