Add Manual Charge
- Aliena Somers
Pathway: Accounts > Search > Accounts
Create A Manual Charge
Right-click on the calendar date the charge applies.
Select Add Manual Charge from the popup that displays.
From the Add/Edit Manual Charge popup editor, complete all necessary fields.
Select Save when finished.
Field Descriptions
Field | Description |
|---|---|
Charge Code | Drop down selection of available charge codes. |
Quantity | Indicates an amount for charge codes involving equipment. |
Per Unit Rate | The rate the customer will be charged for the service. |
Amount | Calculated as Quantity x Rate. |
Date | The date the charge was applied. |
Note | Additional notes regarding the charge. Notes entered here will display on the invoice. |
File/Image Upload | Option to upload an image or file. |
Locations Manual Charge Codes Display
Manually added charges display in the following locations shown in the image below.
Charges cannot be edited or deleted once the account has been billed.
