¶ Charges
A charge is an intangible (usually) entity that cannot be carried in inventory. Examples include service fees, discounts, feature charges, shipping & handling fees, configuration/setup/installation fees, etc. charges can be associated with services and price lists. A charge can be configured as a one-time or a recurring fee.
New charges can be created from the Actions box (1) on the screen below and assigned to a category.
The Search box (2) allows users to filter the list of charges a search string, or by category.
The Import box (3) provides links to import charges and charge-subcharges into the catalog.
The Configuration box (not shown) provides links to configure custom fields for both the catalog-charge and subscription-charge objects. This can also be done from the respective custom-field menu items on the Administration menu screen.
Charges can be combined together with other charges, services and/or products inside price lists.
To create a new product, follow the procedure below:
- In the Actions group box, click on the Add Charge link.
- Fill out the General section of the charge information page (name, position, description, category),
(the position value can be used to control the order in which charges are displayed on user-interface list pages, invoices, etc.,- Populate the Commissionable check-box if sales commissions can be earned on the sale of the charge,
- Populate the Billable without subscription checkbox if you wish to sell the charge directly to customers without requiring it to be part of a subscription.
- Populate the Resale check-box if you intend to track purchases of the charge from a supplier.
- Fill out the charge section of the charge information page
- Populate the Charge information (type, currency)
- Populate the Tax Code information (non-taxable, tax jurisdiction, etc.).
- Populate the G/L Account with the appropriate G/L account code for your financial reporting system.
- If you intend to export invoice line item information to your financial reporting system, populate the Accounting Product Code field with the related charge code so that transactions can be correlated between the two systems.
- Populate the Price & Cost information (selling price, flat fee or per-unit sales + minimum quantity and cost 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.
- Populate any custom fields that have been created (see below).
- Click the Save button
Once a new charge has been created, users may associate various mandatory and/or optional sub-charges to the charge as they deem appropriate by clicking on the Add Sub-Charge link.
Charges and their associated sub-charges can be entered manually, or imported in batches from a set of .csv files.
¶ Custom Fields
It is possible to customize the information collected about charges by creating custom fields. Custom fields can be created and configured to apply either to all charges, or to charges within a specific category.
