Add an additional charge to the pro forma invoice

To add an additional charge to a pro forma

Open: Sales Order Processing > Pro Forma Invoices > Enter New Pro Forma | Pro forma details.

1. Click Add items.
2. Select Additional Charge.

3. Enter the Additional charge details:

   • To add an established charge select the additional charge from the Charge code drop-down list.
   • To enter a new additional charge, leave the Charge code blank and enter a description of the charge in the Charge name box.

4. Enter the Item totals:

   VAT rate	Select the relevant VAT rate.
   Net value	Enter the net value of the charge.
   Net cost	Enter the cost of the additional charge. This is used to calculate the profit level for the charge.

5. If applicable, enter Nominal code:

Revenue

This shows the default nominal account for revenue. This is used to post the value of the stock. The nominal account is taken from the stock item record. If you have selected to Allow the amendment of - Nominal codes in the Invoice and Order Entry tab of SOP Settings, then check the nominal account displayed. Amend the code, if required.

6. If required, enter or view the following:

Analysis Codes	Click Analysis Codes to view or change the analysis codes. Note: You must have selected to Allow amendment of - Analysis codes in the Invoice and Order Entry tab of SOP Settings. Select the required Values from the drop-down lists. To add a new value to this analysis code, click New value. Note: You must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.
Profit	Click Profits to view the profit analysis for an item, if you have View Profit set in the User Permissions. Note: The type of profit calculation (percentage, based on revenue or cost) is set in the Stock Control settings Options tab.

7. Click Save to add the additional charge to the order.