Add Miscellaneous Charges

Add one-off charges to a draft invoice that are not tied to a specific product or catalog item.

Prerequisites

• Staff account with billing edit permission
• The invoice must be in DRAFT status

Steps

1. Open the draft invoice from the Billing section.
2. Click Add Charge (or Add Miscellaneous Charge).
3. Enter the required fields:
   • Description — what the charge is for (e.g., “Late cancellation fee”, “Express processing”)
   • Amount — the charge amount
4. Click Save to add the charge to the invoice.

Notes

• Miscellaneous charges are for one-off amounts not tied to a specific product or service in the catalog.
• Charges can be edited or removed while the invoice is in DRAFT status.
• The invoice subtotal, tax, and total are automatically recalculated when charges are added, edited, or removed.
• Once the invoice is FINALIZED, no further edits are possible.
• All changes are recorded in the AuditLog.