Charge Raising

Record adjustment to a customer account and queue them for next invoice generation in the system. This involves manual creation of charges with details including charge type, description and amounts.

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Accounts Receivable and Charge Raising.

Guide

1. Click the Create New button.

2. Select the Business Entity from the list and select the Charge Raising Date.

3. Search the Customer Account by clicking the Search button.

4. Input a Description for the charge raising.

5. Add Charge Raising items:

• Click the Add button:
• Set the Charge Item:
  • Credit Type
    • Charges: Ad-hoc charge to be raised. 
    • Discount: Matches raised ad-hoc charge, discount given can only be equal or less than raised amount. Amount will automatically be of negative value.
    • Free Credit: Does not match to any charge item, given credit can be any amount. Amount will automatically be of negative value.
  • Revenue Recognition Rule
  • Item Type
  • Charge Type
  • Unit Type
  • Quantity
• Once done, click the Update button.

Note: GL Account, Description and Tac Code will be automatically be populated when you select the Charge Type. Auto-computation of the Amount and Tax based on the Unit Price inputted.

6. Review the charges and once okay, click the Submit for Approval button.

Note: Upon approval, raised charges will be dropped into Unbilled Charges Listing.

Related Articles

• Mass Charge Raising
• Charge Type
• AR Charge Waiver