Difference between revisions of "Charges"

Revision as of 12:40, 29 November 2016

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Miscellaneous Charges

Definition:

Miscellaneous Charges are Catalog Items other than Products and Services which can be offered for sale.

Misc. Charges are usually intangible (i.e. discounts, feature charges, shipping & handling fees, configuration/setup/installation fees)

Misc. Charges cannot be recorded in inventory.

Misc. Charges can be associated with Services and Grouped Offers

Procedure to follow when creating Misc. Charges:

• On the 'Products and Services' page, click on the 'Add Misc. Charge' link.
• Fill out the General Section of the Misc. Charge information page (Name, Description, Category),
  • Populate the Commissionable check-box if Sales Commissions can be earned on the sale of the product,
  • Populate the Resale check-box if you intend to track purchases of the Product from a Supplier.

• Fill out the Charge section of the Product information page
  • 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 Misc. Charge, you may associate various mandatory and/or optional Sub-Charges to the Misc. Charge as you deem appropriate, by clicking on the 'Add Sub-Charge' link.

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