Finance Charge Report (RFC)

Sample Report

Use the Finance Charge Report (RFC) if you want to generate an invoice-like document to give customers, indicating the finance charge that has been assessed on their account. The information on the document includes the finance charge amount and document number, along with name, address, account number, etc.

Note:  This report doesn't generate finance charges; it simply reports them.  Use the Aging Report (RAG) to generate finance charges.

Printing the RFC Report

1. From the Eagle Browser, click Reports, Accounts Receivable Reports, Finance Charge Report (RFC ). The Finance Charge Report window displays.

2. If you have set up a Default Report Profile for this report, you can simply click Run to use the defaults.  Or, you can retrieve a saved report, make any necessary changes, and click Run.  Otherwise, continue with the next step.

3. From the Print Setup page, make sure you select an invoice printer with invoices loaded in it.  Review the default entries in the other fields and make changes if needed.  For a definition of each field, click here.

4. Click  .  A  page of options displays.

8. • At Start Date, type the same start date you used the last time you printed statements (RSM).

   • At Closing Date, type the same closing date you used the last time you printed statements.

   • (Optional) At Options, select the appropriate options.  Typically you'd select the same options that you selected when you printed statements (RSM).   Note:  options A and Z may not be selected together.

For a definition of each field on the Options page, click here.

5. Click .  A new page of fields displays.  Fill in the desired fields to limit the customers for whom finance charge documents print.  Typically you'd use the same from/to range that you used when you printed statements (RSM).   For a definition of each field, click here.

6. (Optional) Click .  A new page of fields displays. Fill in the desired fields to include or exclude groups of customers. Typically you'd use the same codes and exclusions that you used when you printed statements (RSM). For a definition of each field, click here.

7. Click Run.