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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.

What are Additional Charges?

Additional charges

allow you to add items

mean adding costs 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

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.

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Important Information

If

If you selected a specific amount ($), the system will save the Additional charge after saving the invoice information without adding any line in units.
If you selected percentage, the system will only display the additional charge after selecting a line in units.
If you edit an Additional Charge and add a specific value after it was calculated using a percentage configured, the system will not recalculate the additional charge automatically anymore using the percentage. It will only display the specific amounts that you entered.

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Create an Additional Charge

Before using additional charges, you need to create them in your system. To create a new additional charge,

do the following instructions:Go to Setup and select Settings

go to https://kometsales.atlassian.net/wiki/spaces/KB/pages/3342861/Set+Up+Additional+Invoice+Charges#Add-an-Additional-Charge and follow the instructions.

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Manually add Charges to an Invoice

To You must first create or edit an order (invoice) to add additional charges, follow these steps:

Create a new invoice or edit an existing invoice under "Order Entry" and the subtab "Add Order".

Fill all the information required in the blanks and click on "Save".

Once you have added the product needed, Click on the "Add Additional Charges" link located under the order total

. 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
Enter
1. Click on the Edit Additional Charges link located under the Order Total amount (or use the keyboard shortcut Ctrl+g).
The system will open a window listing that shows available additional charges. Enter the dollar amount by clicking on the box next to "Description". Negative values can also be entered in the amount field as long as they are not higher than the total value since Komet doesn't allow negative balances. To enter a negative value, just type in a minus symbol (-) followed by the dollar amount; the system will automatically calculate the total that will be reflected on the invoice
1. In the available additional charges list, enter a description for the additional charges, so your customer can have more details about it.
Once you are done, click on the "Close"
1. Enter the dollar amount under the Amount column of the respective charge.
2. Click on Close button.
The

The additional charge will be added to the invoice as a separate line item.

Besides

Besides, the system will display the additional charges in the printed invoice with their description.

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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.

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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

to

to Automatic Additional Charges.

For users to see the Additional Charges automatically, they should create an invoice and add the units needed.