Charges

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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



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