Miscellaneous Charges

Miscellaneous Charges



Adding a Miscellaneous Charge

You can add miscellaneous charges to jobs within the ‘Job Details’ screen.



 


The admin window will open:

 


 


You can select from the list of ‘Charge Types’ in the dropdown:

 


 


Enter the additional cost and details and click ‘Add’.

 


 



Additional costs will be added to the job. You can add as many as required.

 



 


Alert
Misc Charges will be listed separately on the final invoice or can be invoiced on their own.
 


If an invoice has already been created and a misc charge added after, the invoice status will be flagged as ‘Partial’:







If a Misc Charge has been added and the job has not been invoiced to Void the Misc Charge, DO NOT DELETE IT FROM THE INVOICE PAGE. Doing this will render the job invoice ‘Partially Invoiced’:



To properly Void the Misc Charge, select the ‘Misc Charge’ button from the ‘Job Details’ page (select back to job if you are currently on the job invoice page):


The admin window will open:






To void the Misc Charge, select the grey cross on the RHS of the ‘Create Invoice’ button. The Misc Charge will be added to the ‘Voided Charges’ section:


When you return to the job Invoice page, the Misc Charge has been removed successfully enabling the invoice to be approved for the Customer:






MANAGE MISCELLANEOUS CHARGE TYPES


You can create and edit a list of your own miscellaneous charge types.  

Under the ‘Accounts’ heading, select ‘Manage Misc Charge Types’:


 

Here you can create the charge, specify it as a ‘Discount’ type if required and link what ‘User Roles’ have the ability to add the charges. 

All current charges will show in the window on the right. Here you can use the yellow arrow to see what setup for that charge is currently or use the cross to delete the charge:

 








When editing a Job, creates a Misc Charge

There are several scenarios that occur with a busy production environment that will require a job to be changed from its originally ‘Quoted’ state:

A Customer might need additional finishes, new quantities.

Production coordinators may decide to run the job on a different press or machine.

Both scenarios are covered here by using the ‘Edit Job’ functionality, a more detailed article can be viewed here or by searching ‘Edit Job’:
https://desk.zoho.com/portal/printiq/kb/articles/edit-job-how-to-edit-a-job


After selecting ‘Edit Job’:


A Misc Charge will be added to the job invoice if the:


1. A New Version of the quote is created.
We recommend this approach when the Customer advises of a change from the original quote. Creating a new version of the original quote enables the sending of the new Quote letter PDF that shows the updated price, avoiding any surprises at invoicing stage:



2. Job ‘Quantity’ is changed







3. Job ‘Size’ is changed





4. Job ‘Stock’ is changed





After choosing the new option described above, the below page will appear:









When editing a Job, NO Misc Charge


A Misc Charge will NOT be added to the job invoice if the Path is changed:


A Misc Charge will NOT be added to the job invoice if the an Operation is added:






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