Creating Additional Charges
Aurea List Manager allows you to bill for additional charges as well. For instance, you may want to charge customers for an initial setup fee. You also use additional charges to account for prepaid accounts.
- Go to Utilities: Administration: Billing: Additional Charges.
- Click Create new additional charge.
- Enter a Nameand Description for this additional charge.
- Enter the charge's Default Amount.
- Select whether or not the charge Is Recurring?, meaning should this charge be added every month. For example, an initial setup fee would be a single time charge.
- Select whether or not the charge Is Proratable?, meaning should this charge be prorated. For example, a setup fee would not be proratable, whereas a service begun at a certain time might be.
- Click Save.
Prepaid Accounts
Additional Charges are used to account for prepaid accounts. For example, if someone has prepaid $100, you would create a non-recurring, non-proratable additional charge of -$100.