Add additional charges to invoices

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

To add an additional charge to an invoice:

1. Select Invoices > Open Invoices or Draft Invoices.

2. Next to the invoice you want, click . The invoice opens.

   

3. Select Actions > Add Additional Charge. A pop-up appears.

   

4. Fill in the following fields:

   Field	Description
   Type of charge	Do one of the following: To add a charge to the invoice, click Invoice. To add a charge to a specific request, click Request, then select the request you want.
   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.
   Rate Type	Use the drop-down to select to charge the fee per Hour or use a Flat Rate.
   Quantity	Enter how many times you want the fee charged. Example: If group uses a space twice and incurs two cleaning fees, enter 2.
   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.

5. Click Add Charge.

To manage an existing additional charge:

1. Select Invoices > Open Invoices or Draft Invoices.
2. Next to the invoice you want, click . The invoice opens.

3. Under Additional Charges, next to the invoice you want, do any of the following:

   To...	Then...
   Edit an existing additional charge	a. Click . A pop-up appears. b. Make any desired changes. c. Click Add Charge.
   Delete an existing additional charge	a. Click .  A confirmation pop-up appears. b. Click OK.