Creating a Manual Charge for a Client
Creating a Manual Charge
Manual Charges allow additional billable work to be recorded against a client.
To create a Manual Charge:
Navigate to Finance → Manual Charges
Select Create Manual Charge
Complete the required fields
Save the charge
Understanding the Fields
Client
The client that will be billed.
Always verify the correct client is selected before creating the charge.
Charge Description
Explains why the charge is being added.
Examples:
Stock Investigation
Additional Labour
Relabelling Project
Emergency Fulfilment
Quantity
The number of billable units.
Examples:
Hours worked
Units processed
Projects completed
Unit Cost
The cost applied to each unit.
Total Cost
The final charge value calculated from the quantity and unit cost.
Notes
Additional information explaining the charge.
Detailed notes help improve invoice transparency.
Edge Case Situations
Charging for Historical Work
If work was completed during a previous billing period, ensure the description clearly references the original activity.
Correcting Missing Charges
Manual Charges can be used when a charge was accidentally omitted from previous billing.
Project-Based Work
Large projects may require multiple Manual Charges rather than a single combined charge.
Internal Investigations
If investigation work is billable, include sufficient notes explaining the reason for the charge.
Best Practices
When creating Manual Charges:
Use clear descriptions
Include supporting notes
Verify values before saving
Follow internal approval processes
Important Notes
Manual Charges affect client billing.
Descriptions should be clear and professional.
Notes help clients understand invoice values.
Always verify amounts before saving.
FAQs
Can I edit a Manual Charge after creating it?
This depends on your permissions and billing status.
Can I add multiple Manual Charges to a client?
Yes. Multiple charges can be created when required.
Should I include notes?
Yes. Notes help explain the reason for the charge.
Do Manual Charges appear on invoices?
Yes. They can be included in client billing and invoice calculations.
