Once a receipt is confirmed, you can modify the associated billing charges with an adjustment on the Adjust Receipt Charges page in the Receipts module—this article reviews that process.
There are a few cases in which you must make an adjustment to modify charges on a receipt:
- You need to edit or delete a manual charge on a receipt that is marked as complete.
- You need to modify automatic charges on a receipt.
- You need to modify charges associated with a closed or cancelled receipt.
Navigate to Receipts > Adjust Receipt Charges.
Enter the Transaction # of the receipt for which you'd like to adjust, then click Select.
Click Edit to modify the fields. A "Price" dialog box will display two grids.
You have the following edit options:
- Add a manual charge to the receipt. Click Add above the top grid, fill out each field as necessary, then click Save. The meaning of the fields are defined as follows:
- ChargeLabel: the name of the charge—e.g., SqFt Handling, Overtime, Pallet Storage
- UnitDescription: the unit for which this charge is billed—e.g., square foot, labor, pallet
- ChargePerUnit: the dollar amount you wish to charge for each unit on this charge
- NumUnits: the total number of units on the charge
- CalcTotal: the calculated total of the charge, based on the preceding entries
- PriceCalcFieldType: defines the type of charge based on selection made
- The remaining fields are optional and only relevant if you are manually exporting this data into an external accounting platform besides QuickBooks.
- Edit a charge on the receipt. Click the pencil icon on the charge, make your changes, then click Save.
- Erase all charges associated with the receipt. Click Clear Billing.
- Generate automatic charges that are not currently applied to the receipt. Click Rate.
- Apply pre-configured manual charges to the receipt. Enter the 'NumUnits' value in the bottom grid, then click Add Manual.
Once you're finished making adjustments, click Close.