Adding a Bespoke Charge to a Customer's Account

The following describes how to use the Charge Summary tab to add a new bespoke charge to (Undefined variable: terminology-people-customer.Who Operates a Call Centre? (singular, article))'s account, for which they can then be invoiced.

Each bespoke charge will be invoiced for separately, and will appear in the Customer's invoices and financial summaries tab if they have online invoices enabled.

Implementation

  1. Access the Charge Summary page for the intended Customer.

    1. Access the details page for the intended Customer.

      1. Type the Customer’s name into the search field at the top of any page.
      2. Click the intended Customer in the search results. This opens the Customer Details page.
    1. Select the Charge Summary tab.
  1. Use the Add a New Customer-level Charge hyperlink. This opens a new page.
  2. Use the various fields provided to specify the type, value, cost centre, and timing of the charge, plus any other relevant values.
  3. Click Add Charge.
  4. Repeat steps 2-3 until you have added all of the required charges.
  5. Click Back to return to the Charge Summary tab, where you'll now see your additions listed alongside other historic charges.

Further Reading