Difference between revisions of "Charges"
From Smartbilling
(Created page with "<u>Home</u> <u>FAQ page</u> <u>SmartBilling 5.0</u>...") |
(Added page, made minor corrections) |
||
| Line 9: | Line 9: | ||
:'''Miscellaneous Charges''' are Catalog Items other than '''Products''' and '''Services''' which can be offered for sale. | :'''Miscellaneous Charges''' are Catalog Items other than '''Products''' and '''Services''' which can be offered for sale. | ||
| − | ::Misc. Charges are ''usually'' intangible (i.e. ''shipping & handling, configuration/setup/installation | + | ::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 cannot be recorded in inventory. | ||
| − | ::Misc. Charges can be associated with '''[[Services]]''', '''[[Products]]''' and '''[[Grouped Offers]]' | + | ::Misc. Charges can be associated with '''[[Services]]''', '''[[Products]]''' and '''[[Grouped Offers]]''' |
Procedure to follow when creating Misc. Charges: | Procedure to follow when creating Misc. Charges: | ||
* On the 'Products and Services' page, click on the 'Add Misc. Charge' link. | * On the 'Products and Services' page, click on the 'Add Misc. Charge' link. | ||
| − | * Fill out the General Section of the | + | * 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 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. | ** Populate the Resale check-box if you intend to track purchases of the Product from a Supplier. | ||
Revision as of 15:59, 20 June 2016
Home FAQ page SmartBilling 5.0
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, Products 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
