Automatic Product Charges enables you to add predefined charges to your products that are automatically included when creating Sales Orders and Invoices. This feature streamlines your billing process by ensuring consistent charge application across transactions without manual entry.
Key benefits:
Set specific charge amounts for each product.
Charges automatically appear as separate line items on sales orders and invoices.
Direct integration with your accounting system's charge account for accurate financial tracking.
Limitations
You must use a single Never Diminishing Product (NDP) and account for all automatic charges.
When crediting an invoice, you can only credit the total charge amount, not charges per individual unit
Automatic charges do not appear on Sales Quotes.
Tutorial Video
A guide to Automatic Product Charges
Setup Instructions
Automatic charges only apply to new orders and invoices created after enabling this feature. Existing open orders and invoices will not be updated retrospectively.
Step 1: Enable the "Automatic Product Charge" setting in your account
Create a new product, and in the Type section toggle on "Never Diminishing".
If integrated with an accounting provider, use the "Sales account" dropdown menu to select the account where charges will be recorded.
Navigate to Settings > Company > Configuration tab.
Enable "Automatic Product Charge".
In the "Automatic Charge Never Diminishing Product:" field, select the NDP you created in Step 1.
Select "Save".
Step 2: Configure the automatic charge amounts for your products
Open a product that requires an automatic charge and go to the Sale tab.
Locate the Automatic Charge field, only visible after enabling the Automatic Product Charge feature.
Enter the charge amount based on your product's base unit of measure.
Step 3: Apply automatic charges to Sales Orders
Add a product that has an automatic charge configured to a Sales Order.
The product's Automatic Charge will be added as a Charge Line item to the Sales Order, based on the product's Order Quantity.
📌 Note: The Charge Line's price per product added to a Sales Order is calculated as: Charge Price = Order Quantity x Automatic Charge.