Difference between revisions of "How do I Add a Fuel Surcharge To Logistics Invoices?"
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== 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 | + | 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 === | === Surcharge as a Percentage === | ||
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=== Surcharge as a Value === | === 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. | + | 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. | + | * 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}}. | * 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. | + | When printing the invoice the total for the job will include this extra value. |
== See also == | == See also == |
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