Additional Charges

3-G from the main menu

 

Additional charges may be used for environmental fees or surcharges mandated by the state or other municipality.  Additional charges currently are only calculated on a percentage basis.  Consider setting up a merchandise record for "Flat Fee" additional charges.

 

Setup

 

Additional Charges File (3-G from the main menu)

 

You may set up as many additional charge records as you wish.  At this time only 1 additional charge may be associated with an item.  The connection between the additional charge and the rental item is discussed below in the Rental Rate Table section.

 

To add a new additional charge, click on the "Add New" button at the top of the Additional Charges Lookup screen.  Your curser will go to the "Code field."  All of the fields and their purposes are listed below:

 

Code

Press TAB at this field.  This will generate a new code number.  Code numbers are used for internal programming purposes and are assigned automatically once you press the TAB key.

 

Description of Charge

Enter a description for this additional charge.  This description will print on contracts and invoices.

 

Percent Charge

Enter a percentage of the rental charges for the item that should be assessed as an additional charge.  This field needs to be entered in decimal format.  For example, 10% would be entered as ".10".

 

Taxable

If the additional charge is taxable, check this box, otherwise leave it blank.

 

Active

You cannot "delete" additional charge records.  You can, however, make them not active by un-checking this box.

 

Post Code

You will be receiving additional revenue for additional charges.  Use this field to select the appropriate posting code to record this additional revenue in the proper account.

 

State

If left blank, additional charges will not bill.  Choose the state for which these additional charges should apply.

 

You may edit any existing additional charge record by simply changing the field entries.  Please note that the "Code" field should not be changed as this is record number field needed for internal purposes.

 

 

Rental Rate Table (2-7 from the main menu)

 

Set the "Additional Charge 1" field to the appropriate additional charge record.  At this time there can only be one additional charge assigned to a rate table.  All items associated with this rental rate table will be assessed the additional charge when rented.

 

Setup is complete.

 

When renting an item, the additional charges will show in the "totals" section at the lower right hand corner of the screen.  See the row in this section labeled "other".  No verbiage will automatically print for each item that has an additional charge associated with it.

 

If you wish to better explain these additional charges on printed contracts and invoices, rate table messages (2-A from the main menu) would be appropriate, as additional charges are associated with rate tables.