Difference between revisions of "Charges"

Latest revision as of 18:27, 24 July 2018

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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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