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:

Setup

A list of Surcharges or discounts can be created on this screen, and each line can be linked to one, multiple Jobs/companies (clients being invoiced) or none at all via the Links column. All discounts/surcharges are available to be applied on all Invoices, however, there is a way to default them as selected to make it easier when billing, and this is by adding the right Jobs or Clients to the Links when setting up the Surchage/Discount.

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 negative for discounts. One or the other, not both.
C. The Invoice Sales Code and Invoice Description define the data for the generated line on the AR Invoice.
D. Apply to Code (Calculated Sales Code) specifies the Invoice line Sales Code on the AR Invoice to which the Percent is applied.
E. Link: The surcharge/discount links specify where this will be selected by default on the AR Invoice when navigating to the 'Apply Surcharges and Discounts' button, but not applied by default, and is based on either Job or 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/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 insert manual invoice line based on the setup.
I. The surcharges and discounts are evaluated individually in order of sequence. In the example, two rules were linked and applied.

Example:

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: 3% * (7175.58 - 115) = 211.81
Depending on the generated lines' sales code, a later rule may apply to an adjusted value.

Next Steps: