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How do I add a Charge to a Sale?

Charges are any additional custom items you wish to add to a Sale

To add a Charge to a Sale, either Create a new Sale or Edit a Sale

Charges can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?

Charges in this Sale are listed in the 'Charges' section

how-do-i-add-a-charge-to-a-sale Click Add Charge to add a new Charge  how-do-i-add-a-charge-to-a-sale

how-do-i-add-a-charge-to-a-sale

Complete the following fields:

FieldDescription
TitleEnter the name of the Charge
Price Enter a price and select if this is either:a set figure how-do-i-add-a-charge-to-a-saleor a percentage of the total Sale how-do-i-add-a-charge-to-a-sale
Loyalty EnabledSelect this checkbox if Loyalty Points are enabled for this ChargeFor more information about loyalty points, see Loyalty Program
TaxTaxes will appear here if they have been createdSee How do I add a new Tax?Select the checkbox against the tax you wish to include
EmployeeUse this drop down menu to nominate an employee to attribute this Charge to, for Reporting PurposesFor more information about Reports, see Reports

The 'Recents' section includes a list of recently used charges.

Click on a recently used Charge to use it again

The Charges in this section will simply disappear in time, if they are not used

how-do-i-add-a-charge-to-a-sale Click Add Charge to add the Charge to the Sale

Charges are any additional custom items you wish to add to a Sale

To add a Charge to a Sale, either Create a new Sale or Edit a Sale

Charges can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?

Tap + Add Charge to add a new Charge

how-do-i-add-a-charge-to-a-sale

Complete the following fields:

FieldDescription
TitleEnter the name of the Charge
Price Enter a price and select if this is either:
a set figure or a percentage of the total Sale 
Loyalty EnabledSlide the button to the right to enable for this Charge to accrue Loyalty Points (selected by default). For more information about loyalty points, see Loyalty Program
TaxTaxes will appear here if they have been created (See How do I add a new Tax?)Select the checkbox against the tax you wish to include (selected by default)
RecentAny recently created / used charges. Tap on a recently used Charge to use it again. The Charges in this section will simply disappear in time if they are not used

The new Charge will appear in the CHARGES section

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale

Charges are any additional custom items you wish to add to a Sale

To add a Charge to a Sale, either Create a new Sale or Edit a Sale

Charges can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?

From the Sale, tap the green + icon > Add Charge

how-do-i-add-a-charge-to-a-sale

how-do-i-add-a-charge-to-a-sale

Complete the following fields:

FieldDescription
TitleEnter the name of the Charge
Amount Enter a price and tap on the**$**(for a set figure) to change to %(for a percentage of the total Sale), tap again to revert back
Loyalty EnabledLeave LOYALTY: ON to enable for this Charge to accrue Loyalty Points (selected by default). Tap to change to LOYALTY: OFF
For more information about loyalty points, see Loyalty Program
TaxTaxes will appear here if they have been created (See How do I add a new Tax?) Select the checkbox against the tax you wish to include (de-selected by default)
RecentAny recently created / used charges will show here. Tap on a recently used Charge to use it again. The Charges in this section will simply disappear in time if they are not used

Tap SAVE

The new Charge will appear in the Charges section of the Sale

how-do-i-add-a-charge-to-a-sale

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale


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