Charges - add, edit or delete

Charges can be configured to apply fees, credits, service costs, or other billing adjustments to customer accounts and invoices. Charges are one-off and recurring amounts that can be applied and invoiced to customers.  

To view all available charges, go to the Maintenance menu, Billing & Invoicing and select Charges.

Add a charge

To add a charge click on the Add button.

Enter the below information in the "Add Charges screen" then Save.

• Code - this is unique.
• Description - this is unique.
• Invoice description (this is what customers will see on their invoice).
• Amount (excluding tax)
• GL Account
• Include in Discounts - tick this if you would like the charge to be included in the prompt payment and other discount calculations.
• Apply Tax - tick this If you would like to apply tax on top of the default charge amount.
• Active - when active is N the charge will not appear for selection.
• Charge Group - default is 'Standard Charges' and available for all networks. Notify Utilmate if a specific network charge group is required.

Edit a charge

Select the charge you want to edit and click on the Edit button.

Make your required changes, and Save.

Delete a charge

Select the charge you want to delete and click on the Delete button.

Warning: This is a maintenance menu item. Please ensure you are familiar with Utilmate and understand the impacts of making changes to Maintenance menu items.