Video Tutorial
An ad hoc charge is a one-time fee you can add to a customer’s bill—for example, for special handling or extra services. You have a few options for creating these charges:
From the Billing Section:
- In the left-hand menu, go to Billing.
- Click Ad Hoc Charges.
- Select Create Charge.
- Choose the customer you want to charge.
- Enter:
- Name of the charge.
- Amount.
- Description.
- Date (the date determines which billing period the charge will be included in).
On an Order:
- Find and select the order you want to add the charge to.
- Click More Actions.
- Choose Ad Hoc.
- Fill in the charge details (name, amount, etc.).
- This links the charge directly to that order for accurate billing.
On an Inbound Shipment:
- Go to Inbound Shipments.
- Select the inbound shipment you want.
- Navigate to the Receiving page.
- Create an ad hoc charge by entering the details.
- This associates the charge with the inbound shipment.
On a Shipment:
- Go to Shipments.
- Select the shipment you want.
- Create an ad hoc charge by entering the necessary details.
- This ensures the charge is connected to that shipment.
Billing:
- When you run billing for a given period, all ad hoc charges created within that timeframe are automatically picked up and included on the customer’s invoice.