A custom charge adds a positive or negative charge using only a charge code. You can add custom charges to contracts.
To add a custom charge to a contract
Select Custom Charges in the Products & Services section in the side menu.
NOTE: If you need to create a contract, see Creating a contract.
Click the Add button. The New Custom Charge screen appears.
Complete the fields. For field descriptions, see the Custom Charge Field Descriptions Screen Reference at the end of this article.
NOTE: The Price Summary section at the bottom of the Custom Charge slideout calculates the value of the charge over the life of the contract, should the charge be monthly.
Click Save.
NOTE: Click Next Step to add contract custom field information. For more information, see Adding custom fields to a contract.
Custom Charge Field Descriptions Screen Reference
Description | Text that is displayed on the customer facing invoice. |
Charge Type | Allows you to select whether the charge type is a custom charge or a security deposit charge. |
Charge Code | Where the amount is charged to. |
Occurrence | Whether Kube charges the company one-time or monthly. |
Contract Price | Amount of the charge. You can enter a positive or negative value. |
Apply Tax | If you use Domestic Tax and the property the contract is associated with uses taxes, the Apply Tax fields appear and you can select up to five taxes to include with the charge. For more information, see Domestic Tax.
If you use International Tax and the selected charge code is linked to a GL account that is taxed, Kube automatically includes the configured taxes with the custom charge. For more information, see International Tax. |