Assessing Late Payment Penalties

Assessing Late Payment Penalties

Your pricing requirements for an Event may include a price increase for Attendees not fully paid for by a certain date. CouncilWare always determines the price of an item based on whatever price is in effect on the date the item was purchased. It does not contain any automation to change the price based on an Attendee Balance. Price adjustments however, can manually be made to assess a "Late Payment Penalty" whenever it is appropriate to do so. The Event DashBoard has tools to do this for Attendees either individually or in a group by Contingent. To do this use the following procedure...

A common example - Your Attendee fees increase to the Late Registration Period price on a specific date. Also all Attendees that have not fully paid for their original fees (still have a balance due) need to be assessed a Late Payment Penalty to bring their price up to the Late Registration Period price. The date starting the Late Registration Period has passed and you need to now go in and assess Late Payment Penalties to all Attendees that have a balance due.

If you are using Contingent Registration, you can make assessments to multiple Attendees at a time by working through Contingents. First find a Contingent that has a balance due in the Event DashBoard and view it...



Once you are viewing the Contingent, select the Member Journal Adjustments item from the You Can menu in the upper right corner...



In the left panel, enter the Date of the Adjustment, select "Assessment" for Adjustment Type, enter a suitable description and enter the amount of the assessment into the Amount field. In the right panel, select the Attendees you want the adjustment to apply to. You can click the light blue ALL or With Balance helper buttons to select Attendees quickly, or just click the rows of the Attendees you want to assess. If you are following our example, we would select all Attendees that currently show a balance. These are the Attendees that haven't fully paid the full amount.  Once selected, click the Save button in the upper right. The system will increase the fee for each of the selected Attendees by the amount specified.



Once complete, browse back to the Contingents list and then select the next Contingent with a balance due and repeat the process.