Other Charges in the Line Item Invoice Template
- Anastasia Medovkina (Deactivated)
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=1644841163066&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.
International currencies, date formats, and metrics are available in the I.17 Template for outside of US and Canada.
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