Financial
Learn how to view and manage customer fines and fees via the Wise console.
Customer fines and fees can be viewed and managed in the Wise Console >Customer account > Activity tab > Financial. Staff can view outstanding and historical fines. In addition, fines can be waived or paid using credits/deposits on the customer's account.
View customer fines
- Sign into the Wise console.
- Go to Customers and search for a customer record.
- Click on the Charges link (located in the left summary panel) or go to the Activity > Financial tab.
Financial details can be filtered by Outstanding or Historic.
Note: Actions can only be preformed on Outstanding financial items.
Choose Sort By to change the sort order. The default sort order is Levy Date descending. The following sort options are also available:
- Category A-Z
- Category Z-A
- Status A-Z
- Status Z-A
- Amount Ascending
- Amount Descending
- Title A-Z
- Title Z-A
- Description A-Z
- Description Z-A
- Levy Date Ascending
- Levy Date Descending
Adjust the levy date of a financial item
- Click the check box(es) next to the item(s) you want to update. Two buttons appear on the screen, Resolve and Adjust Date.
- Click Adjust Date to change the levy date. A date modal opens.
- Click the calender button to select a New Date. Note: Dates can only be adjusted forward.
- Click Save.
Resolve a fine
- Click the check box(es) next to the item(s) you want to resolve. Two buttons appear on the screen, Resolve and Adjust Date.
- Click Resolve to resolve the fine. A payment modal opens.
- Select an Action:
- Pay - select a Payment Method from the drop-down menu and click Resolve.
- Waive - Select a Reason from the drop-down list and click Resolve.
- The modal box closes and the fine is resolved. Note: The fine is immediately moved from the Outstanding changes view to Historical charges.
- A payment receipt is generated if the Receipt toggle was turned on before resolving.
Restore a financial transaction
Staff can restore a customer financial transaction (undo a payment) if the adjustment is made on the same day as the original transaction.
Go to the Activity > Financial tab. Make or waive a payment. To undo this action:
- Change the Filter to Historic charges.
- Check the check-box next to the transaction(s) you wish to restore. A restore button will display at the top of the screen.
- Click the restore button, a confirmation message will appear.
- Select Yes, the charges are restored.