Difference between revisions of "Charges"

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<u>[[SmartBilling Documentation Home Page|Home]]</u> &nbsp;&nbsp;  
 
<u>[[SmartBilling Documentation Home Page|Home]]</u> &nbsp;&nbsp;  
 
<u>[[SmartBilling FAQ page|FAQ page]]</u> &nbsp;&nbsp;  
 
<u>[[SmartBilling FAQ page|FAQ page]]</u> &nbsp;&nbsp;  
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<u>[[SmartBilling 5.0 pages|SmartBilling 5.0]]</u>
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<u>[[SmartBilling 5.0 pages|SmartBilling 5.0]]</u> &nbsp;&nbsp;
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<u>[[SmartBilling Catalog]]</u>
  
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==Miscellaneous Charges==
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==Charges==
  
  
 
Definition:  
 
Definition:  
  
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:'''Miscellaneous Charges''' are Catalog Items other than '''Products''' and '''Services''' which can be offered for sale.
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:'''Charges''' are Catalog Items other than '''Products''' and '''Services''' which can be offered for sale.
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::Misc. Charges are ''usually'' intangible (i.e. ''shipping & handling, configuration/setup/installation, Feature charge'')
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::Charges are ''usually'' intangible (i.e. ''service fees, discounts, feature charges, shipping & handling fees, configuration/setup/installation fees'')
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::Misc. Charges cannot be recorded in inventory.
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::Charges cannot be recorded in inventory.
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::Misc. Charges can be associated with '''[[Services]]''', '''[[Products]]''' and '''[[Grouped Offers]]''', for example, ''discounts, feature charges, shipping & handling fees, configuration/setup/installation fees''
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::Charges can be associated with '''[[Services]]''' and '''[[Offers]]'''
  
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Procedure to follow when creating Misc. Charges:
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Procedure to follow when creating Charges:
  
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* On the 'Products and Services' page, click on the 'Add Misc. Charge' link.
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* On the 'Products and Services' page, click on the 'Add Charge' link.
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* Fill out the General Section of the Service information page (Name, Description, Category),  
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* Fill out the General Section of the '''Charge''' information page (Name, Description, Category),  
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** Populate the Commissionable check-box if Sales Commissions can be earned on the sale of the product,  
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** Populate the Commissionable check-box if Sales Commissions can be earned on the sales of the Charge,  
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** Populate the Resale check-box if you intend to track purchases of the Product from a Supplier.
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** Populate the Resale check-box if you intend to track purchases of items relating to this Charge from a Supplier.
  
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* Fill out the Charge section of the Product information page
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* Fill out the Charge information section
 
** Populate the Charge information (Name, Type, Currency)
 
** Populate the Charge information (Name, Type, Currency)
 
** Populate the Taxable/Non-Taxable information.
 
** Populate the Taxable/Non-Taxable information.
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* Fill out the 'Billing Identifiers' section.
 
* Fill out the 'Billing Identifiers' section.
 
* Click the [Save] button
 
* Click the [Save] button
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<br/>
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Once you have created a new '''Charge''', you may associate various mandatory and/or optional '''Sub-Charges''' to the '''Charge''' as you deem appropriate, by clicking on the 'Add Sub-Charge' link.
 
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<br/><br/>
 
<u>[[SmartBilling Documentation Home Page|Home]]</u> &nbsp;&nbsp;  
 
<u>[[SmartBilling Documentation Home Page|Home]]</u> &nbsp;&nbsp;  
 
<u>[[SmartBilling FAQ page|FAQ page]]</u> &nbsp;&nbsp;  
 
<u>[[SmartBilling FAQ page|FAQ page]]</u> &nbsp;&nbsp;  
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<u>[[SmartBilling 5.0 pages|SmartBilling 5.0]]</u>
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<u>[[SmartBilling 5.0 pages|SmartBilling 5.0]]</u> &nbsp;&nbsp;
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<u>[[SmartBilling Catalog]]</u>

Latest revision as of 18:27, 24 July 2018

Home    FAQ page    SmartBilling 5.0    SmartBilling Catalog


Charges

Definition:

Charges are Catalog Items other than Products and Services which can be offered for sale.
Charges are usually intangible (i.e. service fees, discounts, feature charges, shipping & handling fees, configuration/setup/installation fees)
Charges cannot be recorded in inventory.
Charges can be associated with Services and Offers

Procedure to follow when creating Charges:

  • On the 'Products and Services' page, click on the 'Add Charge' link.
  • Fill out the General Section of the Charge information page (Name, Description, Category),
    • Populate the Commissionable check-box if Sales Commissions can be earned on the sales of the Charge,
    • Populate the Resale check-box if you intend to track purchases of items relating to this Charge from a Supplier.
  • Fill out the Charge information section
    • Populate the Charge information (Name, Type, Currency)
    • Populate the Taxable/Non-Taxable information.
    • Populate the G/L Accounting Code with the respective G/L Account
    • Populate the Price & Cost information (amount, flat fee or per-unit price)
    • If you wish to display or hide zero-price items on the invoice, check or un-check the 'Display Zero' check box.
  • Fill out the 'Billing Identifiers' section.
  • Click the [Save] button


Once you have created a new Charge, you may associate various mandatory and/or optional Sub-Charges to the Charge as you deem appropriate, by clicking on the 'Add Sub-Charge' link.

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