Skip to main content

Automatic Product Charges

Heather Worthington avatar
Written by Heather Worthington
Updated over a week ago

Enable this feature if you have products that incur charges that you would like automatically added to your Sales Orders and Invoices.

With Automatic Product Charges, you can:

  • Set charge amounts per product

  • Automatically add a charge as a separate line item on sales orders and invoices

  • Map charges directly into your accounting system "charge" account

Limitations

  • One never diminishing product/account for all charges.

  • You are only able to credit the total charge from the original invoice, not per unit.

  • Charges are not included in Sales Quotes.


Tutorial Video

A guide to Automatic Product Charges


Set up Automatic Product Charges

Steps to set up for Automatic Product Charges:

  1. Create a never diminishing product (NDP) and select the account against which the charges will be accounted for:

  2. Enable Automatic Product Charge in Settings > Company > Configuration tab, and select the NDP for charges.​​

  3. Enabling the feature will add "Automatic Charge" as a field to the Product > Sales tab, enter the value based on your product's base unit of measure.​

  4. Add your product to an order and the automatic charge will be added.​

📌 Note: Once enabled, automatic charges will only apply to new orders and invoices - it will not retrospectively update open orders and invoices.

Did this answer your question?