Tip
Use the keyboard shortcut Crtl+g to open the Additional Charges window once the Prebook header has been saved.
Roles enabled to perform this action| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt | ||
|---|---|---|
In this article, you will learn how to associate additional charges to new and existing Prebooks and Standing orders.
|
Overview
Komet Sales has different ways to enter additional charges; one of them, which is the most used, is through the Order Entry tab, where you can add any additional charge when creating the invoice or by editing it.
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.
For a New Prebook
Go to Prebooks & SO's > Add Prebook and follow the regular process for creating Prebooks.
Once you create the Prebook, you will be able to enter the additional charges. Edit the header and click on the + icon next to the total. The system will expand that box, giving you the posibility of adding additional charges. You can also use the keyboard shortcut| Note |
|---|
These charges will show in the invoice. If there are already charges on your invoice that match the additional charges you've added, the system will only keep the one with the higher value. The system will not duplicate the charges on your invoice. This transfer of additional charges applies to the following options:
|
Table of Contents
| Table of Contents | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Enter Additional Charges in a New Prebook
Create a Prebook.
Click on the + icon, in the Total section under the section General Customer Information.
Click on the Additional Charges link.
Modify the additional charges, in the Additional Charges window.
Click on the Close button.
Click on Save in the section General Prebook Information.
| Info |
|---|
Use the keyboard shortcut Crtl+g to open the Additional Charges window |
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.
| Filter by label (Content by label) | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
For a New Standing Order
Go to Prebooks & SO's > Add Standing Order and follow the regular process for creating Standing Orders.
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.
Type the dollar amount for the additional charges and close.
once the Prebook header is saved. |
Enter Additional Charges in a New Standing Order
Create a Standing Order.
Click on the link Add additional charges in the Standing Order section.
Modify the amount for the additional charges in the Additional Charges pop-up.
Click on the Close button.
| Info |
|---|
Use the keyboard shortcut Crtl+g to open the Additional Charges window once the Standing Order header is saved. |
Enter Additional Charges in Existing Prebooks and Standing Orders
Search for
an existing Prebook or
Standing Order on the Prebook Summary or the Standing Order Summary tabs.
Click on Edit from the
Actions
column
Click on the Add additional charges link by pressing Crtl+g., type in the dollar amount and close.
Transfer of Additional Charges to Orders
The system will transfer the additional charges of the Prebook to the invoice. However, if the invoice has a the same charge, the system will only leave the additional charge with the greater value instead of duplicating it. This transfer of additional charges applies for the next options:
.
Follow the steps abovementioned sections, corresponding to either a Prebook or a Standing Order.
| Filter by label (Content by label) | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|