One-time charges like labor and hardware fees can be added to a customers account. All one-time charges are added to the balance in real-time and included on the next invoice.
Apply One Time / Manual Charges
- Login to the PhoneServiceNOW App.
- Search and Select an existing Customer.
- Make sure you are in the Billing area.
- Click the Charge Item button.
- Complete the form details:
- Quantity: count of the items being charged
- Description: description of the item. Will show on reports and invoices.
- Rate: the per item charge.
- Discount: any % based discount you want to apply to the rate.
- Click Add Another Row to input multiple charges.
- Review your Total Charges amount.
- Click Submit.
*Note: After a one-time charge is applied it is possible to Accept a Payment for that charge right away. For example: You sell a customer an IP Phone for $100 dollars. You can apply the one-time charge for $100 dollars now. You can then Accept a Payment for $100 by check, credit card or any other method immediately after. The next invoice will show the phone charge and payment along with the current subscriptions, usage, etc…