FAQs - Charges
- How do I set a customer to never receive Finance charges?
- How do I override a Miscellaneous Charge?
- How do I remove an override on a Miscellaneous Charge?
- Where are the tax types for Fixed Charges defined and maintained?
How do I set a customer to never receive Finance charges?
Customer Information -> Billing & Payments -> Finance Charge Cal Type = Percent Only -> Override Finance Charge Percent = 0.00
The Finance Charge Calculation Type field is the method for calculating the finance charge amount. These are used in conjunction with the Finance Charge Calculation Value.
These Options include: Percent with Minimum, Percent Only, Minimum Only.
The Override Finance Charge Percent field overrides the company finance charge percent. Default and Maximum Finance Charge Percent is set to 1.5%.
How do I override a Miscellaneous Charge?
To override a miscellaneous charge, go to the bill setup tab for the customer and click on Misc Charges at the bottom.
When the miscellaneous charges screen comes up, if the charge is not already in the grid under Charges Manually applied to this customer, click Add Charge and select the charge from the list.
Once it's in this grid, select it so that the details of the charge are in the fields on the right. Then, click edit at the top and make any changes that you need to make and click save.
How do I remove an override on a Miscellaneous Charge?
To remove an override on a miscellaneous charge, go to the bill setup tab for the customer and click on Misc Charges at the bottom.
When the miscellaneous charges screen comes up, select it from the grid on the left so that the details of the charge are in the fields on the right. Then, click Delete and it will remove the charge from the manually applied grid on the left and fall back to the automatic charge settings.
Where are the tax types for Fixed Charges defined and maintained?
These tax types can be maintained using the Drop Down lists tool available from the Utilities-System Administration menu. Please see the FAQ: "I need a new option in a drop down list - How do I add it?".
ScreenName = FixedCharges
ListName=FixChargeTaxType
These tax types will map to a Transaction & Service Type combination code .
Note: Please ask Precision for the latest BillSoft Tax mapping guide to obtain these codes.