Penalties & Client Benefits

Penalties
Overview
The Penalties tab shows all late payment penalties charged to clients — either automatically (via Finance Settings) or manually when marking a payment difference as a penalty during collection.
What You See
Column
Description
Client
Client name.
Unit
Unit code.
Salesman
Assigned salesman.
Amount
Penalty amount.
Date
Date the penalty was recorded.
Note
Any notes related to the penalty.
Total is shown at the top of the page.
Available Actions
Export — Export the penalties list.
Select Sorting Method — Sort the list.
Client Benefits
Overview
The Client Benefits tab shows all discounts or credits that have been applied to clients' payment plans — for example when a client pays less than the installment amount and the difference is treated as a benefit rather than a penalty.
What You See
Column
Description
Client
Client name.
Unit
Unit code.
Salesman
Assigned salesman.
Amount
Benefit amount (shown as negative since it reduces what's owed).
Date
Date the benefit was recorded.
Note
Any notes.
Total is shown at the top (negative value = total credits given).
Available Actions
Export — Export the benefits list.
Select Sorting Method — Sort the list.