Creating a Charge Transaction

A miscellaneous charge A fee that is assessed to a client for a service or product. It is designed to cover a single (billable) Product, Service, Entire Service Contract, or miscellaneous charge. There are two types of charges: Fixed and Variable. is an additional customer expense that is not part of a particular job. For example, if you charge your customer a late fee but do not want to attach it to a single job, you can enter it as a miscellaneous charge.

Caution!

Caution:
Miscellaneous charges - be they applied to an existing invoice or part of a new invoice - can not be edited or deleted once they are created. With that in mind, it is often a better idea to simply add these charges as part of a new or existing job. All charges on a job can be edited or deleted.

To create a new charge transaction:

From the customer's Billing History tab, click New Transaction. The Charge tab of the Add Transaction dialog box appears.

If necessary, adjust the transaction date from the Enter Transaction Date calendar box.
Enter a description of the charge in the Enter Charge Detail field.
Enter the amount of the charge in the Enter Charge Amount field.
If you are integrated with an Accounting program, select the appropriate Accounting account to which this charge should be exported from the General Ledger Account drop-down list.
If you would like to change the customer's location for this charge, click and select the location you would like to use.
Select the appropriate taxes, if any, that apply to this charge from the tax drop-down lists (the step 5 fields). Once selected, the taxes will increase the total charge as indicated in the Verify Total Charge Amount field.
To apply this charge to a new invoice, select the A New Invoice option button. A new invoice will be created when you save this charge.
To apply this charge to an existing invoice, select the Select Invoice to which this charge will be applied option button and select the check box corresponding to the invoice(s) to which the charge should be added.

Tip!

Tip:
You can control which invoices appear in the Applied To section by clicking on the Open, Closed, All, and Filter for Invoice # tabs. In addition, you can display the Invoice Viewer by selecting an invoice and clicking View Invoice.

If you'd like, you can type a note for the charge in the Notes field.
When complete, click Save & Close. If you'd like to enter another transaction, click Save & New.

Note!

Note:
Once you've created the charge, it will appear on the customer's Billing History tab as an invoice; either as a new invoice or as part of the invoice you indicated in step seven.

Note that once created, charge transactions cannot be edited. If you need to make a correction, you can enter an adjustment.