Statement charges let you apply additional fees directly to a customer's account — such as late fees, returned check fees, or administrative charges. These charges appear on the customer's statement and post to the general ledger.
Unlike invoice line items (which are tied to products and reservations), statement charges are applied directly to a customer's account balance.
Common Uses for Statement Charges
Late payment fees
Returned check fees
Administrative or processing fees
Miscellaneous account adjustments
Creating a Statement Charge
Navigate to CRM → Statement Charges.
Click Add New.
Complete the required fields:
Field | Description |
Customer Name | The customer the charge will be applied to. |
Date | The date of the charge. |
Amount | The dollar amount of the charge. |
Description | A description of the charge (e.g., "Late Fee — March 2026"). |
Revenue Account | The GL account this charge will post to. |
Invoice | Optionally link the charge to an existing invoice. |
Click Save. The charge appears on the customer's next statement and updates their account balance.
Viewing Statement Charges
Navigate to CRM → Statement Charges.
Search by customer name or filter by date range.
Click a charge to view details or make edits.
Accounting Sync
Statement charges sync to your external accounting system (QuickBooks or Sage Intacct) as part of the regular accounting sync. Each charge creates a corresponding general ledger entry.
Note: If a charge does not appear in QuickBooks or Sage after syncing, check Accounting → Accounting Sync for error details.