Finance Charges with AR Automation

When a new finance charge is created in Ajera, the finance charge will sync to Bill & Pay and generate a unique Pay Now URL.

When you run the Get Payments option in Client Receipts, the receipts for finance charges will be retrieved along with the other receipts and prepayments.

Sync Historical Finance Charges

You can sync all historical finance charges from Ajera to Bill & Pay in > Setup > Company > Preferences > Integration tab > AR Automation.

Changing Existing Finance Charges

When an existing finance charge is edited on the Existing tab in Manage > Finance Charges, the corresponding record in Bill & Pay will be updated with the revised amount.

When you select the Existing tab in Finance Charges, Ajera will check for receipts that have not been retrieved. You will not be able to edit a finance charge if there are receipts that have not been retrieved and the invoice will be highlighted in a different color.

Deleting Finance Charges

If a finance charge is deleted, it will sync to Bill & Pay and delete the existing record.

You cannot delete a finance charge if there are receipts that have not been retrieved available for that invoice.

Applying Prepayments

When you apply a prepayment from Bill & Pay to a finance charge in Ajera, it will be reflected in Bill & Pay.