Enter Charges
Choose your billing groups and customer charges.
Billing Group
Billing Group ID: Select a billing group ID. Only Active and Inactive billing groups are displayed.
Billing Group Default Charges
This grid displays the default charges assigned to the billing group. You can choose whether to include these charges during the next step (Calculate Invoices).
Default Charges: The title of the default charge code
Description: The description of the default charge code
Distribution Code: The distribution code assigned to this charge code
Calculation Period: If the charge code has a calculation method of "Percent of Account Activity (PA)", this field will display as "This Month", " This Quarter", "This Year", or "Last Month", "Last Quarter", "Last Year".
Percentage: If the charge code has a calculation method of "Percent of Account Activity (PA)", this field will display a percentage.
Fixed Charge: If applicable, this field displays the fixed charge applied to the charge code for the entered quantity.
Quantity: The quantity of the charge code to be billed
Unit Price: If applicable, this field displays the unit price for the charge code based on the quantity.
Amount: The total amount of the charge code, equal to Unit Price multiplied by Quantity and added to any Fixed Charges.
Customer
Choose a Customer from the Billing Group Selected Above: Select how charges should be accumulated - by the Billing Group or by the Customer.
Customer: Select a customer..
Customer Charges
Use this grid to can enter charges for customers, where the customers are not currently part of a Billing Group with default charges assigned.
You can also enter one-time adjustments to existing default charges, and then consolidate those charges when invoices are processed.
Recurring: Designated by "Yes" or "No" to indicate if this is a recurring charge
Charge Code: The title of the charge code
Description: The description of the default charge code. You can edit this field.
Charge Date: The date of the charge. This defaults to today. You can edit this field.
Distribution Code: The distribution code assigned to this charge code. You can edit this field.
Calculation Period: If the charge code has a calculation method of "Percent of Account Activity (PA)", this field will display as "This Month", " This Quarter", "This Year", or "Last Month", "Last Quarter", "Last Year".
Percentage If the charge code has a calculation method of "Percent of Account Activity (PA)", this field will display a percentage.
Fixed Charge: If applicable, this field displays the fixed charge applied to the charge code for the entered quantity.
Quantity: The quantity of the charge code to be billed. Depending on the charge code's calculation method, you can edit this field.
Unit Price: If applicable, this field displays the unit price for the charge code based on the quantity.
Amount: The total amount of the charge code, equal to Unit Price multiplied by Quantity and added to any Fixed Charges.
Total Charges
Use this section to review your charges, split by Billing Group Default Charges and the Customer Charges you entered.
Once you're finished with your edits, select Save Customer Charges.