Overview:

This functionality allows you to configure and apply Surcharges and Discounts to any AR Invoice, regardless of the Job Type on the Job. However, the most common use is for Jobs with Input or Output charge types.
It works by adding invoice line/s on an AR Invoice, as a % of the sales value which is derived from the sales value at the time of billing or as a fixed Rate.

Common uses for this can be applying discounts, adding Fuel charges, or a very particular scenario for Equipment Hire businesses where a Limitation of Liability can be charged.

For businesses that hire equipment, and where a customer’s insurance cover does not extend to hired equipment this can be used to create a charge for that Limitation of Liability (LOL). The LOL charge is common to the hire industry and is normally 11% of the Plant Hire amount.

Screen Guide:

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Setup

A. The list of Surcharge and Discounts is accessed from the menu Billing - Billing Setup - Surcharge and Discounts.
B. A surcharge (or discount) is defined either as a percentage or fixed rate, with positive values for surcharges and negatives for discounts.
C. The Invoice Sales Code and Description define the data for the generated line.
D. Specifies the Invoice line Sales Code to which the Percent is applied.
E. The surcharge (or discount) links specify where this is selected by default (not applied) either based on job or company (client).

Billing
F. On invoicing a related job or client company, use the Perform option to display the Surcharge and Discounts popup.
G. The linked surcharge (or discount) will be auto-selected but the user may elect to amend the selection as required.
H. Click apply to evaluate the surcharges and discounts that inserts manual invoice line based on their setup.
I. The surcharges and discounts are evaluated individually in order of sequence. In the example, two rules were linked and applied.
J. Rule sequence 10 ‘$115 discount’ is applied as a fixed value of -$115 with a ‘Sales’ sales code.
K. Rule sequence 20 ‘3 pct surcharge’ is applied as 3% on the total of lines with ‘Sales’ sales code
i.e. 3% * (7175.58 - 115) = 211.81
so depending on the generated lines' sales code, a later rule may apply to an adjusted value.

Next Steps: