Charges for Invoicing

Where

• Only visible for staff users (users with level 20+), inside the order entry template.

About

• Charges for Invoicing are used by staff users for calculating costs and charges of an entered order.
• When an order consists of splitted shipments, Charges for Invoicing is only be visible for the main order (so called .00-order). If you need Charges for Invoicing also for sub shipments, then send Cargo Office Programmers a request.
• For staff users a totalisation of billed items is given inside Active Shipments.
• You are able to maintain your invoicing items through products overview.
• Charges for Invoicing are also used for billing.

Description

1. Charges

• By default 4 charge lines are added. If you need more, send Cargo Office Programmers a request.

2. Costs

• By default 3 cost lines are added. If you need more, send Cargo Office Programmers a request.

3. Search / Look up

• You can add charges and costs manually, but also look them up in your products overview.
• After choosing a product, values for Code, Description and Price/Perc are returned into this form.
• By default field Quantity is set at value 1, so a total amount can be summed up automatically after a product has been looked up.

4. Code / description

• Code is an identifier of this specific charge or cost item.
• The description field is used to give a logical description of this specific charge or cost item.
• The fields for code and description can be maintained in products overview.

5. Quantity

• If price/perc is known, modifying quantity automatically recalculates the amount of this line.

6. Price/Perc

• Modifying price/perc automatically recalculates the amount of this line.
• The field for price/perc can be maintained in products overview.

7. Amount / total

• This is the total amount of this line (quantity x price/perc).

8. Trash bin / delete

• Clicking this image will delete all values of this line.

9. Total Charges

• Totalisation of all charge lines.

10. Total Costs

• Totalisation of all cost lines.

11. Profit / Loss

• Calculation of charges and costs ends with a positive value (= profit) or negative value (= loss) for this order.
• Negative values will color this field red, otherwise it is coloured green.