TABLE OF CONTENTS
- Overview & Purpose
- Where Late Fees Are Controlled
- Transaction‑Level Requirements
- Late Fee Methods — Complete Verbatim List
- “With Next Rent Charge” Behavior
- Max Times to Charge
- Minimum Past Due Balance
- Conditions Required for a Late Fee to Post
- AutoPost & Late Fees
- Additional Rules & Important Notes
- Late Fee Explanation Behavior
- Reporting Related to Late Fees
Overview & Purpose
PropertyBoss supports multiple late fee calculation methods, each with distinct business rules. Late fees can be defined at:
- Property Level (global control — disallows per‑unit/lease changes)
- Unit Level
- Lease Level
Late fees only apply to charges whose transaction definitions have:
- Eligible for Late Fees = checked
- Correct Date Due setting
- Correct Grace Days Basis
Where Late Fees Are Controlled
1. Property Level (Optional)
Enable via Processing Options → Late Fees maintained at Property Level. When enabled:
- All late fee settings apply to ALL properties
- Unit and lease‑level late fee setup is disabled
2. Unit & Lease Level
Leave Property‑level control unchecked to allow:
- Unit‑specific late fee defaults
- Lease‑specific late fee overrides
Transaction‑Level Requirements
Only the following transaction types can incur late fees:
- Rent/Fee Due
- Charge to Tenant
- Maintenance Paid by Tenant
- Credit Owner When Paid (if configured accordingly)
Each must define:
- Date Due
- Grace Days Basis
- Eligible for Late Fees
Late Fee Methods — Complete Verbatim List
Below is the full verbatim list of all late‑fee calculation methods supported by PropertyBoss.
1. Initial Charge Only
Charges one late fee per eligible unpaid charge.
- Calculated on Late‑On‑Day
- Applies one fixed and/or percent amount
- May generate multiple late fees if multiple charges are late
- “With Next Rent Charge” merges multiple charges into one fee
- This method is straightforward and suitable for simple portfolios.
2. Initial Charge + Daily Charge
Charges:
- One Initial late fee, then
- Daily fees for each day past due
- Until Max Times to Charge or balance is paid
- This method closely resembles per‑diem late fees.
3. Initial + Daily (Summarized)
- Same as above, but summarizes all late fees into one monthly fee on the register. AutoPost still calculates each detail line.
- Useful for clean statements.
4. Initial and/or Monthly Charge
Charges:
- Optional Initial Late Fee
- Recurring Monthly Late Fee assessed each Late‑On‑Day
- Suited for association billing and portfolios with monthly fee structures.
5. Initial and/or Specific Days Charge
- Charges fees on specific days after AR Due Date: e.g., Day 6, Day 8, Day 10.
- Also supports an Initial Fee.
- This method provides extremely granular control.
6. Monthly Charge on Billing Day
- Originally for HOA/COA.
- Charges one combined late fee per month on a specific “Bill On Day.”
- Acts similarly to interest calculations.
7. Use Ranges: Single Charge
Charges a single late fee based on unpaid charge balance ranges. Example ranges:
- $0–$500 → $5
- $500+ → $10
8. Use Ranges: Daily Charge
Charges a daily fee based on unpaid balances falling within configured ranges.
9. Use Ranges: Monthly Charge
Monthly late fees determined by balance ranges.
“With Next Rent Charge” Behavior
In many methods, choosing Date Due = With Next Rent Charge for a transaction will:
- Merge utility charges with Rent Due
- Apply one combined late fee
- This prevents tenants from being double‑charged for small charges mid‑month.
Max Times to Charge
Defines a limit for daily or specific‑day late fee cycles.
Minimum Past Due Balance
Prevents late fees on insignificant unpaid balances.
Conditions Required for a Late Fee to Post
All must be true:
- There is an unpaid balance
- Balance is greater than Minimum Past Due Balance
- Transaction is Eligible for Late Fees
- Late Date < current date
AutoPost & Late Fees
AutoPost Preview shows:
- Late Fee Date
- Transaction source
- Initial Late Fee
- Other Late Fees
- Paid Thru
- Last Late Fee Date
Late fees are not deletable from AutoPost. To block fees:
- enter a Manual Late Fee = $0.00, or
- enter a “Waive Late Fee” note transaction.
Additional Rules & Important Notes
- PropertyBoss will only look back 90 days when applying late fees to unpaid historical charges.
- Single vs multiple late fees are determined by transaction definition configuration (Date Due rules).
- Late fees depend entirely on:
- Transaction Definitions
- Late Fee Method
- A/R Due Date
- Grace Days
- Minimum Past Due Balance
Late Fee Explanation Behavior
Controls how the system generates the explanation on statements:
- Standard – Use default text based on Method
- Append – Add custom text after standard reason
- Replace – Use entirely custom text
- Fields are hidden if late fees are controlled at the property level.
Reporting Related to Late Fees
Reports related to rent changes, payment status, and late fee auditing include:
- A154 Lease Rent Changes History
- A180 Late Payment Aging Report
- A190 Late Payment Report
- A152 Lease Account Status