Extra Charges Settings

Extra charges are concepts for additional operations that you perform in your business and need to bill your client. The extra charges you configure in this module will be available for all your clients by default.

This article covers the following topics:

• Create a new extra charge
• Edit an extra charge
• Delete an extra charge

Other articles of interest:

• General Overview of Extra Charges

Create a new extra charge

Criteria for creating a new extra charge:

• The user must have the permission to create extra concepts in companies.

Steps to create a new extra charge:

1. From the main menu, go to the Billing and then to the Configured extra charges menu.
2. Click Create extra charges.
3. Enter the name of the concept.
4. In Id, enter the code with which you will identify the concept.
5. In Description, provide more reference to the activity that your concept covers.
6. If you want your collaborators to enter the price of the extra charge, check the Allow the user to specify the cost of this charge box.
7. In Default Price, enter the unit cost for the concept.
8. Press Create.

An example of how to use extra charges could be:

Edit an extra charge

Criteria for editing an extra charge:

• The user must have the permission to edit extra concepts in companies.

Steps to edit an extra charge:

1. From the main menu, go to the Billing and then to the Configured extra charges menu.
2. Find the extra charge you want to edit.
3. In the Edit column, click the button.
4. Modify the necessary information.
5. Press to save the changes.

Delete an extra charge

Criteria for deleting an extra charge:

• The user must have the permission to delete extra concepts in companies.
• It must never have been used in a billing reference.

Steps to delete an extra charge:

1. From the main menu, go to the Billing and then to the Configured extra charges menu.
2. Find the extra charge you want to delete.
3. In the Delete column, click the button; this will open a new dialog.
4. Click the Delete button.
   1. If the extra charge was never assigned to a billing reference, it will be permanently deleted, showing the following message:
      
   2. If the extra charge was assigned to any billing reference, it cannot be deleted in order to maintain the history of all operations applied in the system. In these circumstances, you will see the following message: