Payment setup and fees

How do I create a late-fee policy in LOXA?

Open Fees and late fees and add a policy. The policy appears in organization settings.

LOXA Payment setup and fees screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Payment setup and fees workflow in your LOXA role.
  • Have amount or method, timing, grace period, and scope ready before you begin.

Step by step

  1. Sign in to LOXA and open Payment setup and fees.

  2. Open Fees and late fees and add a policy

  3. Enter or review amount or method, timing, grace period, and scope.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the policy appears in organization settings.

What should happen

The policy appears in organization settings.

Open this workflow in LOXA