How do I Add a Fuel Surcharge To Logistics Invoices?
From Catalyst
Contents
Summary
This article will explain how to add a fuel surcharge to a Logistics Management Invoice.
More Information
The standard method is to add a surcharge as a percentage of the invoice value. If you wish to add a fixed amount on a job this must be added using the
Surcharge as a Percentage
Go to " Logistics Management Invoice Production".
- "Account:" Enter the 'customer' you want to invoice.
- "Invoice Date:" Enter a 'date' to be printed on the invoices and stored on accounting records as the date of the transaction.
- "Job Status:" Enter the 'status' for tickets you want to invoice. Leaving this blank will result in the job status being ignored.
- Set the "Discount Type:" to 'B'.
- On "Discount %", enter the fuel surcharge 'percentage' that you want as a negative figure.
 | Entering a positive amount will result in a discount being applied rather than a Fuel Surcharge added. |
- Now invoice out the Jobs in the usual fashion.
Surcharge as a Value
When creating the job you may enter the nett value to charge using the "Extras" field.
- This will be added to the rate and printed as the Total nett on the job.
- If you wish to make your customer aware of the charge please add a suitable comment to the job information section e.g. 'Fuel Surcharge Applied'.
When printing the invoice the total for the job will include this extra value.
See also
