Set Up Additional Invoice Charges

Besides being able to invoice flowers, the system allows users to add additional charges on their invoices, such as fuel surcharge, FedEx charges, and any other charge that may be required.

User Roles: Admin and Setup.


Add an Additional Charge

To set the additional invoice charges, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Additional Charges.

  3. Click on the Add a new charge button. 

  4. Enter the new additional invoice charge name.

  5. Enter the  Accounting Code. This is for integrations with external accounting systems.

  6. Optional: Add an Invoice Alias. This name will be printed on the Invoice instead of the real name.

  7. Click on Save.

Add new additional charges from the Order Entry settings.

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Delete or Deactivate Additional Invoice Charges

You can only delete additional charges not applied to an order. If the charge was applied already, you can only turn it off to prevent the system from adding it to new invoices.

To turn off the charge, click the Edit link under the Actions column and then uncheck the Active checkbox.

If a charge has not been applied to any invoices, you can delete it from the Order Entry settings.

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Lock Additional Charges

Use this feature to prevent modifications to the extra charge amount on an invoice.

To lock any of the existing or new charges, do the following instructions:

  1. Go to Setup and select Settings.

  2. Click on Additional Invoice Charges from the Order Entry group of settings.

  3. Click Edit from the Actions column from the charge you want to lock.

  4. Check the Lock option. 

  5. Click on the Save

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