Products table > Add Product
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Product Name = Finance Charge
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Product Type = Non Inventory
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Brand = Misc (or similar non-inventory Brand)
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Package = Misc (or similar non-inventory Package)
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Add Record

Route Types table > Add Route Types
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Route Type = Statement Charge
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Select Default Bin Zone
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Loaded Items Method = All Active Products
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LS Type = Statement Charge
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- LS Type is the setting that will tell the system to make Routes under this Route Type available for finance charges
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Add Record

Routes table > Add Routes
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Select active Route Version
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Route Type = Statement Charge
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- This is the Route Type created above
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Route = Finance Charge
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Select a User
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Activity = Administration
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Add Record

Using Universal Search, navigate to Accounts Receivable Aging Report.
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Filter and and set the Order Bys on the report
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Click Create Report
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Click the Finance Charges Button
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Uncheck any accounts that should not accrue the finance charge
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Click Generate Finance Charges
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Select a Date for this finance charge to accrue on
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Select a Route (The loadsheet type on the route must be set to statement charge and the frequency on the route must be set to manual - See Pre-conditions section)
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Select a Non-inventory Product (This may need to be created if this is the first time going through this process. See Pre-conditions section)
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Enter a finance charge amount to determine the rate the finance charge will accrue
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Click Generate Finance Charge
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Click the link to view the finance charges that were generated