Overview
The Calculate Charges Up To option allows you to calculate charges up to a specific date when taking a payment. This ensures payments reflect only what should be charged, including any previously invoiced amounts.
When to Use This
Use this feature when:
Taking partial or interim payments
Charging customers up to a specific date
Ensuring accuracy where invoices already exist
Avoiding overcharging or duplicate billing
Step by Step Instructions
1. Open the Transaction
Navigate to the relevant order, hire, or contract
Ensure all items and pricing are up to date
2. Start Taking a Payment
Locate and click actions > Take Payment
The payment window will open
3. Select “Charge Up To”
In the payment options, find Calculate Charges Up To
Enable or select this option
4. Enter the Cut-Off Date
Choose the date you want to calculate charges up to
This determines how much of the hire period will be included
✅ The system will:
Include all chargeable time up to the selected date
Take into account what has already been invoiced
5. Confirm and Take Payment
Enter the payment amount (if not auto-filled)
Select the payment method
Click Confirm Payment