Additional charges allow you to add items to your invoice that are not from the inventory. These charges may be useful to charge things such as fuel surcharge, product repacks, quality control inspections, and any other item that is not received in the inventory.
Roles enabled to perform this action| icon | false |
|---|---|
| title | Keep in Mind the Information Below: |
| Excerpt |
|---|
In this article, you will learn about additional charges, how to add them, and how to manage them. |
| Tip |
|---|
User Roles: Admin, Sales Manager, Cashier, Sales, Allocations. |
You can set up as many additional charges as you need for your operation. In order to add additional charges to your invoices, you must set them up first through the Settings page.
Table of Contents
| Table of Contents | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
What are Additional Charges?
Additional charges mean adding costs to your invoice for things beyond your regular inventory. Think of it as a way to bill for:
Extra fees: Like fuel surcharges or late payment penalties.
Services: Such as product repackaging or quality control inspections.
One-off costs: For anything not typically tracked in your inventory.
| Info |
|---|
Important Information
|
Create an Additional Charge
Before using additional charges, you need to create them in your system. To create a new additional charge, go to https://kometsales.atlassian.net/wiki/spaces/KB/pages/3342861/Set+Up+Additional+Invoice+Charges#Add-an-Additional-Charge and follow the instructions.
Manually add
Charges to an Invoice
You must first create or edit an order (invoice) to add additional charges
. To do so, go to
Once you have the invoice, do the following instructions:
Create an order. In order to do it, go to https://kometsales.atlassian.net/wiki/spaces/KB/pages/3341534/Create+a+New+Invoice#How-to-Create-an-Order and follow the instructions.
Add Additional Charges
Click on the Edit Additional Charges link located under the Order Total amount (or use the keyboard shortcut Ctrl+g).
In the available additional charges list, enter a description for the additional charges, so your customer can have more details about it.
Enter the dollar amount under the Amount column of the respective charge.
Click on Close button.
The additional charge will be added to the invoice as a separate line item.
Besides, the system will display the additional charges in the printed invoice with their description.
| Info |
|---|
Want to offer refunds or discounts? Komet lets you enter negative amounts on invoices. The minus (-) value can't be larger than the total invoice amount. Type in the minus sign followed by the discount or refund amount, and Komet will automatically show the updated invoice total. |
Automatic Additional Charges
After the user makes the additional charges automatic, Komet will calculate the additional charges taking into account the information previously configured.
To make your Additional Charges automatic, please refer
For users to see the Additional Charges automatically, they should create an invoice and add the units needed.
View Additional Charges in an Invoice
To see the details of the Additional Charges added to a given invoice,
do the following instructions:
Go to Order Entry and select the Order Summary tab.
In the Actions column
, click on the magnifying glass icon to view order details.
In the Invoice Order Details
screen, click on View Charges.
If any description has been added to the additional charge, it will be displayed along
to its name.
|
|
|
|
|