Create charge defaults
Find this screen
Open: Settings > Invoicing and Sales Orders > Additional Charges.
How to
Create an additional charge
- Click Add.
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Enter a code, name and the following defaults for the charge. All values can be changed on individual order and invoices when required.
VAT rate
Charge value
Enter the amount of the charge in base currency.
Notional cost
Used to calculate the invoice or order profit.
Revenue
The values of your charge lines is posted to this nominal account by default.
Change an additional charge
You can change any of the details of the charge except the Code. Any changes you've made will be applied the next time the charge is added to an order or invoice.
Useful info
About additional charges
You can add charges to invoices and orders for things such as carriage and insurance.
If these are just a one-off cost, you add them to invoices 'on the fly'. If you have charges that you use regularly, then you can set up records for these additional charges here. This will speed up entering invoices and help make sure charges are applied consistently.
Adding additional charges to orders
When you add a line to a sales order:
- Add a line to the order and select Additional charge as the type.
- Choose the additional charge record you've created here, and change any of the default values if required.
- If it's a one-off charge, enter a Name and add the details.
Adding additional charges to invoices
To add a charge to an invoice:
- Add a line to the invoice and select Charge as the line type.
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To add an additional charge record:
- Select the charge from the Item column.
- Edit the line to change any of the defaults.
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To add a one-off charge:
- Enter the details in grid, Enter a name or description in the Description column, and complete the rest of the details.
- To add a cost, Edit the line.