Difference between revisions of "How do I Add a Fuel Surcharge To Logistics Invoices?"
(Bulk update) |
(Bulk update) |
||
(5 intermediate revisions by 2 users not shown) | |||
Line 3: | Line 3: | ||
== More Information == | == More Information == | ||
+ | The standard method is to add a surcharge as a percentage of the invoice value. If you wish to add a fixed amount on a job this must be added using the | ||
+ | |||
+ | === Surcharge as a Percentage === | ||
Go to {{Menu|{{TI}}|Invoice Production}}. | Go to {{Menu|{{TI}}|Invoice Production}}. | ||
− | * {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I | + | * {{DataPrompt|Account:}} Enter the {{DataValue|[[How do I find a customer?|customer]]}} you want to invoice. |
− | * {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction. | + | * {{DataPrompt|Invoice Date:}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction. |
− | * {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I | + | * {{DataPrompt|Job Status:}} Enter the {{DataValue|[[How do I add or edit a logistics job status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.'' |
− | * Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}}. | + | * Set the {{DataPrompt|Discount Type:}} to {{DataValue|B}}. |
* On {{DataPrompt|Discount %}}, enter the fuel surcharge {{DataValue|percentage}} that you want as a '''negative''' figure. | * On {{DataPrompt|Discount %}}, enter the fuel surcharge {{DataValue|percentage}} that you want as a '''negative''' figure. | ||
Line 13: | Line 16: | ||
* Now [[Invoicing Logistics Jobs|invoice]] out the Jobs in the usual fashion. | * Now [[Invoicing Logistics Jobs|invoice]] out the Jobs in the usual fashion. | ||
+ | |||
+ | === Surcharge as a Value === | ||
+ | When [[How do I create a logistics job?|creating]] the job you may enter the nett value to charge using the {{DataPrompt|Extras}} field. | ||
+ | * This will be added to the rate and printed as the Total nett on the job. | ||
+ | * If you wish to make your customer aware of the charge please add a suitable comment to the job information section e.g. {{DataValue|Fuel Surcharge Applied}}. | ||
+ | |||
+ | When printing the invoice the total for the job will include this extra value. | ||
== See also == | == See also == | ||
− | *[[How do I | + | * [[How do I find a customer?]] |
− | *[[Platinum Dates]] | + | * [[Platinum Dates]] |
− | *[[ | + | * [[How do I create a logistics job?]] |
− | *[[Invoicing Logistics Jobs]] | + | * [[Invoicing Logistics Jobs]] |
{{KB_Tags|add, adding, include, fuel, charge, surcharge, invoice, logistics}} | {{KB_Tags|add, adding, include, fuel, charge, surcharge, invoice, logistics}} | ||
− | {{Guide}}{{KB_TI}} | + | {{How}}{{Guide}}{{KB_TI}} |
Latest revision as of 06:30, 10 March 2022
Contents
Summary
This article will explain how to add a fuel surcharge to a Logistics Management Invoice.
More Information
The standard method is to add a surcharge as a percentage of the invoice value. If you wish to add a fixed amount on a job this must be added using the
Surcharge as a Percentage
Go to " Logistics Management Invoice Production".
- "Account:" Enter the 'customer' you want to invoice.
- "Invoice Date:" Enter a 'date' to be printed on the invoices and stored on accounting records as the date of the transaction.
- "Job Status:" Enter the 'status' for tickets you want to invoice. Leaving this blank will result in the job status being ignored.
- Set the "Discount Type:" to 'B'.
- On "Discount %", enter the fuel surcharge 'percentage' that you want as a negative figure.
Entering a positive amount will result in a discount being applied rather than a Fuel Surcharge added. |
- Now invoice out the Jobs in the usual fashion.
Surcharge as a Value
When creating the job you may enter the nett value to charge using the "Extras" field.
- This will be added to the rate and printed as the Total nett on the job.
- If you wish to make your customer aware of the charge please add a suitable comment to the job information section e.g. 'Fuel Surcharge Applied'.
When printing the invoice the total for the job will include this extra value.
See also