Adding Charges via Ledger Module

The steps to add a charge to a booking through the Ledger Module are as follows:

1. Log in to the back office, go to the Ledger Module, and click the Bookings tab.

2. Choose the booking to which you wish to add charges and click the three-dotted button.

3. Select 'Add Charge ' from the drop-down menu.

4. Fill out the details in the 'Add One Off Charge' modal and click 'Charge'.

Notes

• Collection Date/Time: The back office user can choose "Immediate" if they want the customer to be charged immediately as a one-time charge. The "Scheduled" option can be selected for recurring charges. All scheduled charges can be viewed in the Payments Module under the Scheduled Charges submodule.
• Items: Choose the Charge items from the dropdown. Adding a charge to this dropdown will be discussed in a separate article.
• Nett & Gross: Add an amount to one of these fields and click the refresh button next to it to generate its Gross/Nett Amount
• + Add More: The back office user can add more charges of the same type, i.e. immediate or scheduled.
• Add Note/ Reference: The back office user can write notes if required.

5. Click on the 'Charge' button.

6. Click 'OK' on the Confirmation Modal.

7. A green toast notification appears at the bottom of the Modal and in the Modal to confirm that the charge has been added against the customer.

8. The Transaction Tab in the Ledger Module will show the immediate charge against the customer and the successful payment capture.