Overview

You can also associate additional charges on your Prebooks and Standing Orders; these charges will be taken into consideration when billing through the automatic process.

How to do it:

For a new Prebook

1. Go to Prebooks & SO's > Add Prebook and follow the regular process for creating Prebooks.
2. Once you create the Prebook, you will be able to enter the additional charges. Edit the header and click on the link "Add additional charges" located on the Prebook header under the Add special instructions or comments link. You can also use the keyboard shortcut Crtl+g.
3. Type the dollar amount for the additional charges and close.

These charges will be added to the Prebook and will show once the invoice is created through the automatic process.

For a new Standing Order

1. Go to Prebooks & SO's > Add Standing Order and follow the regular process for creating Standing Orders.

2. Once you create the SO, you will be able to enter the additional charges. Edit the header and click on the link "Add additional charges" located on the Standing Order header under the  Special Instructions/Comments link. You can also use the keyboard shortcut Crtl+g.

3. Type the dollar amount for the additional charges and close.

       For existing Prebooks and Standing Orders

1. Search for either a Prebook or a Standing Order on the Prebook Summary or the Standing Order Summary.

2. Under the "Actions" column click on "Edit"

3. Click on the Add additional charges link, type in the dollar amount and close.