Creating a Back Charge

Background

Back charges are designed to provide a mechanism to charge for additional costs in crediting goods and services back to a customer.

Steps to Take

1. Open or select an invoice.  See the steps on locating Invoices

2. Click the ‘New Back Charge’ button.

3. Instead of the ‘Restock Fee’, an option to set a ‘Back Charge Amount’ is provided. The ability to refund individual items is disabled when doing a back charge. 

4. Enter the back-charge amount.

 

5. Enter any internal notes, regarding the back charge under the notes tab within the details section.

6. Add attachments such as email correspondence, goods pick up forms, ect to the attachments tab in the details section if necessary.

  For more information on the Attachments Tab, see the article Introduction to the Credits Interface under Attachments.

7. Press the Save button to save all changes made to the credit.

8. Once the back-charge details, note and attachments have been added. Assign the back-charge to a manager with the appropriate permissions to review and approve.

 

9. Press the Save button to automatically send an email to the manager selected.

 

10. Printing a credit note will show the back-charge amount entered.