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In this article, you will learn how to configure automatic additional invoice charges. You will also learn how to assign them to customers or carriers.

User Roles: Admin and Setup.

To see how Automatic Additional Charges are applied to invoices, please refer to Invoice Additional Charges.

Table of Contents

Create an Automatic Additional Invoice Charge

Automatic additional charges can help you delegate manual work when adding additional expenses to your customer’s invoices. This charges can apply to specific customers and carriers or you can also use them for every order you receive from your sales channels.

To create a new automatic additional charge, do the following instructions:

Before adding automatic additional charges, you must first create the additional invoice charge from the Order Entry settings. If you want to learn how to create additional charges, read Add or Edit Additional Charges.

  1. Go to Setup and select Settings. 

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

  3. Click on the Add Automatic Charge button.

  4. Add the name of the additional charge.

  5. Select the order type that this charge will apply to; you can select web orders (e-commerce), phone orders, or both.

  6. Optional: Specify the Carriers that will have this additional charge.

  7. Add the amount and select how the system will calculate the charge in the Amount dropdown menu:

    1. Percentage. The system will calculate the additional charge based on the set percentage value and add it to the invoice until the daily limit is reached.

    2. Currency. Set a fixed monetary value that the system will apply to every order meeting the conditions of the charge.

    3. Box. Set a value that the system will charge for each box in the order until the daily limit is reached.

  8. Optional: Set the daily maximum amount for this charge in the Cap per Day field for orders with the same shipping date. Depending on the selected type of charge, the system will apply the daily limit:

    1. Percentage. The limit will be based on the currency amount.

    2. Currency. The limit will apply to the entered amount of individual purchases for the same shipping date.

    3. Box. The system will ask for a minimum and maximum amount for the automatic charge.

  9. Click on Next.

  10. Optional: Select customers that will be included or excluded from this additional charge.

  11. Click on Next.

  12. Optional: Set Customer exceptions. If you want to learn more, read Set Customer Exemptions.

  13. Click on Finish.

When adding or excluding customers from the additional charges, use the “>” button to move selected ones or the “>>” to move all.

Additional Filter for Multilocation Companies

There is an option in the /wiki/spaces/KB/pages/3332457 for activating a filter that allows searching for customers with the same main location associated with the Customer Advanced Setup.

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Set Customer Exceptions

You can customize charges for customers by setting exceptions for higher or lower amounts or percentages.

To add an exception, do the following instructions:

  1. Select the customer

  2. Specify the amount.

  3. Select if the amount is in currency or percentage, and click Add. 

The Set Up of Customer Exceptions is optional. If you do not have an exception for a specific customer, you can skip this step by clicking the Finish button.

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