<< Click to Display Table of Contents >> Navigation:  Maintenance > Surcharges and reductions

Surcharges and reductions are used for ranges of articles.

This works with invoicing time, disbursements and fixed fees.

 

This functionality has to be switched on in the settings on tabpage Invoicing > Surcharge/Free time.

 

Surcharges and reductions can be maintained by menu Maintenance -> Time and invoicing.

A surcharge contains a range of articles that have the same percentage of surcharge when invoiced.

When it is a reduction, the percentage must be entered as a negative number.

 

Code

A surcharge is identified by a code. This code is not unique and can be entered several times with a different range of articles.

The range of articles entered at a code is not to overlap another range entered at the same code.

 

The code can be freely chosen, however by using the code ALL a default surcharge is created.

 

An example:

 

 

By entering a default surcharge (or reduction) all invoices will use that surcharge.

For example when an article within the range A - D is invoiced, a surcharge of 15% is calculated.

 

Different codes can also be entered like DEB. These codes can be used to enter at the debtor as an adjusted surcharge code.

In the example above a surcharge of 5% will be charged to debtors with an adjusted surcharge code set to DEB.

 

First Mill7 will look if an adjusted surcharge code is entered at the debtor.

When no code is entered or no surcharge is found, Mill7 will try to find a surcharge for code ALL.

 

Visible

A surcharge can be added visible to an invoice with a text.

The text and amount will be printed below the group of articles for which the surcharge is calculated.

 

Minimum and Maximum

A minimum and maximum amount can be set for a surcharge.

This is not possible with a combined surcharge.
It is not possible to work with only a minimum amount or only a maximum amount.

 

When, for example, a surcharge of 5% is applicable, but the surcharge calculated does not meet the minimum, the surcharge is set to the minimum amount.

When the maximum amount is exceeded, the amount is set to the maximum amount.

 

These amounts can be shown visible or invisible. When shown invisible on the invoice, it can be difficult to understand the amounts that appear on the invoice.

If for instance the surcharge is applicable to three invoiced articles, and the minimum has not been reached, the difference with the minimum amount is added to the last line of the three articles.

The same when the maximum amount has been exceeded, the difference with the maximum amount will be deducted from the last line or lines when the difference exceeds the amount of the last line.

The report 'Invoice details' shows the amounts per invoice line. To do so the fields 'Surcharge' and 'Frree' should be added to the print fields.

The field Free contains the amount of free time in the invoice, the total free time can be set at the debtor.

 

Combined

When the option visible is checked, this option can be used.

A combination of surcharge and reduction will be made.

 

A text has to be entered at the surcharge and at the reduction.

On the invoice first the reduction is calculated, followed by the surcharge.

Both are presented visible on the invoice.