Add additional charges to requests

Users with the Manage District Settings user permission can add additional charges to requests before invoices are sent.

To add an additional charge to a single event:

1. Do any of the following:

   • On the Calendar, click an existing event.
   • Select View > View All Requests. Then, next to the request you want, click .

   The request details appear.

2. On the Cost tab, under Additional Charges, click +. A pop-up appears.

   

3. Fill in the following fields.

   Field	Description
   Charge	Use the drop-down to select a charge type. Important: Only charges that are set up appear.
   Quantity	Enter how many times you want the fee charged. Example: If a group uses a space twice and incurs two cleaning fees, enter 2.
   Rate Type	Use the drop-down to select to charge the fee per Hour or use a Flat Rate.
   Hours	If you selected Hours for the rate type, enter the number of hours.
   Rate	Enter the rate you want to charge per hour.
   Description	Enter a description of the charge.

4. Click Save.

The request shows the additional cost.

To add an additional charge to a recurring event:

1. Do any of the following:

   • On the Calendar, click an existing event.
   • Select View > View All Requests. Then, next to the request you want, click .

   The request details appear.

2. Click View All Occurrences.
3. Under ID, select the checkbox for all occurrences you want.
4. Click Edit.

5. Under Per Event Cost Breakdown, next to Additional Charges, click . A pop-up appears.

   

6. Fill in the following fields.

   Field	Description
   Charge	Use the drop-down to select a charge type. Important: Only charges that are set up appear.
   Description	Enter a description of the charge.
   Quantity	Enter how many times you want the fee charged. Example: If a group uses a space twice and incurs two cleaning fees, enter 2.
   Rate Type	Use the drop-down to select to charge the fee per Hour or use a Flat Rate.
   Hours	If you selected Hours for the rate type, enter the number of hours.
   Rate	Enter the rate you want to charge. Note: Do not adjust the rate to accommodate multiple events. The system does this. Enter the rate for each event. The field will automatically update based on your selected requests.

7. Click Save.

To edit an existing additional charge:

1. Do any of the following:

   • On the Calendar, click an existing event.

   • Select View > View All Requests. Then, next to the request you want, click .

   The request details appear.

2. On the Cost tab, under Additional Charges, click +. A pop-up appears.
3. Make any desired changes.
4. Click Save.

To delete an additional charge, contact Follett tech support.