Managing general extra charges

This article covers the following topics:

• Add general extra charges
• Delete an applied extra charge

Other articles of interest:

• Extra Charges Settings
• General Overview of Extra Charges

Add general extra charges

There are times when it is not necessary to associate an extra charge with a specific Receive order or Shipping order, but it is still a task to be billed to your client. Below, we explain how to make this record.

Criteria for adding an extra charge:

• The user must have access to the account and warehouse to which the extra charge will be related.
• The user must have the permission to create extra concepts for companies enabled.

Steps to add an extra charge:

1. In the upper right section of the system, click the Add extra charges menu.
                 
   • NOTE: You can access this option from any section of the system.
2. You can also access it from the main menu, go to the Billing menu and then to the Applied extra charges menu.
   1. Click Add extra charges.
3. Either of the two previous options will open a new dialog to enter the extra charges to be billed.
4. In the Company dropdown list, select the client to whom the extra charge will apply.
5. (optional) In the Warehouse dropdown list, select the warehouse where the activity took place.
6. (optional) In Reference, indicate how you want to identify the extra charges. It can be the invoice number or any other document that helps to link the tasks.
7. (optional) In Notes, provide more context about the extra charges to be applied.
8. In Invoice date, enter the date on which the extra charge will be invoiced.
9. Find the extra charge you want to add.
10. In the Quantity column, enter the number of times the extra charge to be billed was performed.NOTE: You can add the quantities for several extra charges as needed.
11. Once the extra charges to be applied have been entered, press . As confirmation of a successful save, the following message will be displayed:              

Delete an applied extra charge

Criteria for deleting applied extra charges:

• The user must have the permission to view extra concepts for companies enabled.
• The user must have the permission to delete extra concepts for companies enabled.

Steps to delete an applied extra charge:

1. From the main menu, go to the Billing and then to the Applied extra charges menu.
2. Find the extra charge to delete.
3. In the Delete column, click the button; this will open a new dialog.
4. Click the Delete charge button, as confirmation of a successful deletion, the following message will be displayed: