Table of Contents

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.

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.

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.