Automatic Product Charges Tutorial Video

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

Steps to set up for Automatic Product Charges:

1. Create a never diminishing product 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 appropriate never diminishing product for charges
   
   
   
   Please Note:  Once enabled, automatic charges will only apply to new orders and invoices - it will not retrospectively update open orders and invoices.
   
   
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:
   
   

Current 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 yet included in Sales Quotes.