Creating a single or recurring charge



  1. First, navigate to Customers in the left-hand navigation menu and then proceed to select the customer you wish to create a charge for from the customer listings.
  2. On the Customer Details screen, click Charges in the sub-navigation menu.
  3. Click the New Charge button at the top-right of the Customer Charges listings page.
  4. Most of the fields are self-explanatory but for clarity some of them have been listed below:

    Product
    Using this field, you're able to auto-complete a number of the fields by stipulating that this charge is going to be for one of your products. See our Products section for more on how to get started with products.

    Description
    A description of the charge for your own reference purposes.

    Reference/Details
    This is where you enter any relevant hardware serial number or service account code etc.

    Amount (per Quantity)
    The amount this charge will cost your customer, this will be multiplied by Quantity field.

    Charge Type
    All Charges and Products can have either a Single or Recurring charge type. This defines whether any ledger entries applied against a customer will be treated as a one-off, or whether they will be applied on a regular interval in conjunction with the Frequency property.



    Frequency (if Recurring is the selected value of Charge Type)
    How often your customer is charged for this product or service.

    Starts At
    The date the charge is applied on, if no date is entered the charge will start when the charge is submitted.

    Category
    The category a charge falls under, such as "Broadband", "Voice", "Data" etc.. If a value is entered, this will be used to break your invoices down by category for your customer's convenience.

    Custom Tax Rate
    If your customer uses a custom tax rate, enter it here.

    Cost of Sale (per Quantity)
    This cost to you for providing this product or service to your customers, this will be multiplied by the Quantity field.

  5. Once you are happy with the values you have entered, click the Create charge button at the bottom of the form to complete the process and create the charge. If you have setup a recurring charge with a Starts At date in the future, an active charge will be created which will in turn create a pending charge when the Starts At date is met and then each time the Frequency is met thereafter.


Updated on 2017-06-06 11:40:29 +0100

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