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Create Other Charge items

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

If this item is a reimbursable charge

  1. Go to the Lists menu and click Item List.

  2. Click Item at the bottom of the list and then click New.

  3. In the New Item window, click the Type drop-down arrow and click Other Charge.

  4. 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.

  5. 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.

  6. 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 areas.

  7. 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.

  8. In the Amount or % field, enter a flat fee or a percentage. To enter a percentage, press the percentage % key, as in 5.0%.

  9. If you don't charge sales tax for this item, click the Tax Code drop-down arrow and click Non.

  10. 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 .

  11. Click Custom Fields to fill in any custom fields that apply to this item.

  12. Save the item.

See also

KB ID# H_ITEM_CREATE_OTHER_CHARGE
12/7/2016 2:35:40 AM
PPRDQSSWS406 9138 Pro 2017 ec2678