Your business may have miscellaneous charges, such as shipping and handling
charges that you need to add to a customer's invoice. Use the Other Charge
item type for this type of charge.
More uses for Other Charge items
You can also use Other Charge items as part of the process of handling bounced checks. In fact, you can use this item type for many different purposes including late fees, opening balance, reimbursable expenses, retainers, surcharges, gift certificates, prepayments, retainers, and shipping and handling charges.
To do this task
this item is a reimbursable charge
Go to the Lists menu and click Item
Click Item at the bottom of the list and then click
In the New Item window, click the Type
drop-down arrow and click Other Charge.
Enter an item name or number.
What you enter here appears on the drop-down list of items when you are
filling out a sales form or purchase order. Enter a name or number that
will help you distinguish this item from all the others on the list.
If this item is a subitem of an existing Other Charge item, select the
Subitem of checkbox and specify the parent item's
name. See Creating subitems.
If this item is to be used in assemblies or is a reimbursable charge, select
the corresponding checkbox, then fill out the Purchase and Sales Information
Enter a description.
This description will display on the sales and purchase forms. If the description
varies, you can leave this field blank, set up a separate item for each
possible description, or enter the most common description and change it
on the sales or purchase forms as necessary.
In the Amount or % field, enter a flat fee or a
percentage. To enter a percentage, press the percentage % key, as in 5.0%.
If you don't charge sales tax for this item, click the Tax
Code drop-down arrow and click Non.
Click the Account drop-down arrow and choose an
income account for sales and an expense account for purchases.
If none of the income accounts is a good match, create a new one by choosing
Click Custom Fields to fill in any custom
fields that apply to this item.
Save the item.
Handling a bounced check from a customer
How to change an item's type
Troubleshooting item problems