Setting up a Charge Item
This article is for environments that have enabled the Ledger and Payments Module. If you're interested in setting this up in your back office, please get in touch with the Product Team.
Here are the steps to set up a charge item in the back office:
- Go to the Settings Module and click the 'Extra Options' sub-module.
- Click on the '+ Add New' button on the top panel.
- Fill out the 'Add extra option' Modal.
Notes:
- Price type: There are two types of Price Types that the back office user can choose from:
- Fixed: This charge item is a one-time fee that will apply to the first bill payment.
- Recurring: This charge item will appear in every billing cycle.
- Tax Rate: Enter the tax rate in terms of percentage.
- Tax Code: Choose the relevant option from the dropdown.
- Net & Gross Price: When adding the Net Price, click the 'Calculate' button located diagonally opposite the Nett field to calculate the 'Gross Price automatically.' Alternatively, the back office user can enter the 'Gross Price' and click the 'Calculate' button diagonally opposite to obtain the 'Nett Price.'
- Type: This field allows the back office user to let the charge be:
- General: This charge applies to all assets across the website.
- Asset: This charge charge is different for all assets. (Creating an asset-specific charge item will be discussed in another article).
- Category: This field allows the back office user to control the visibility of this charge item in the following areas of the system:
- All: The charge is visible on the Website, in the Ops booking feature of the back office and the Handover form.
- Back office: This charge will only be displayed in the Ops booking feature of the back office.
- Handover: This charge will be visible only in the Off Hire Handover form.
- External Tax Code and External Product Code: Leave these as they are.
- Mandatory Check box: If the Mandatory Box is checked and 'All' is selected in the category field, the charge will be visible on the website and included in the Billing Summary when the customer makes a booking. If the box is unchecked, it will appear as an optional charge, which customers can choose to include in their Billing Summary.
- Click on the 'Save' button to register the Extra Option and a green toast notification appears at the bottom of the Modal.
- The newly added charge appears at the bottom of the list.
