Other charges information can be entered either as a lump sum or can be split into one or multiple Other Line Items. Learn how to add other charges as a lump sum or itemize them.
Completing the Other Charges as a Sum in the Line Item Invoice Template
In the Other Line Item charges, you can enter the additional charges such as management fee, rental fee, and other needed categories.
- Enter Other Charges - Description. The category of the Other Line Item. Enter one of the following:
- Agreed Price
- As Agreed
- Credit Memo
- Discount
- Disposal
- Management Fee
- Markup
- Overhead & Profit
- Rental Fee
- Shipping & Handling
- Subcontractor Cost
- In the Summary Record Type (S), enter Other Charges - Amount.
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The International Line Item Invoice Template (I.15) allows you to enter additional information on other charges into the Summary Record Type (S) row under the following columns:
- Other Charges - Qty. The number of other charges
- Other Charges - Unit Cost. The cost of a unit
Other Charges - UOM. The unit of measurement..png?version=1&modificationDate=1652379748717&cacheVersion=1&api=v2&width=900&height=211)
Completing the Other Line Item Charges in the Line Item Invoice Template
Based on the client settings, you may need to itemize other charges when creating invoices via a template. In this case, contact ServiceChannel to get the required template.
When using Line Items, each of the following fields is required.
- Enter “O” in the Record Type (O) column.
- Enter the description in the Other Charges - Description column. The category of the Other Line Item. Enter one of the following:
- Agreed Price
- As Agreed
- Credit Memo
- Discount
- Disposal
- Management Fee
- Markup
- Overhead & Profit
- Rental Fee
- Shipping & Handling
- Subcontractor Cost
- Fill in the Other Charges - Comments column. The note describes the other charge or gives additional details.
- Add one more row, and repeat steps 1-3 if you need one more item in other charges.
- Enter the total amount of all other charges in the Summary Record Type (S) row in the Other Charges - Amount column. For Other Line Item Record Type (O) rows, the Summary Record Type (S) amount will check if all your Other Line Items are added accordingly.
