Creating a new charge

Modified on Thu, 13 Jun at 1:15 PM

Charges are items that are invoiced or credited to members account types.

The charges will be what the member sees on their Invoice, Credit Note, Payment Receipt and Account Views.


Examples of Charges: Golf Subscription, Golflink Fee, Locker Fee, House Levy etc.



Quick Guide


Step 1 - Navigate to Configuration - Charges

Step 2 - Select the Charge Category you wish to create a new charge in 

Step 3 - Click the +Charge button

Step 4 - Under Create Charge heading fill in the charge information 

Step 5 - Under Initial Variation heading enter the value of the charge, select the start date and select the Pro Rata Method if required.

              Once all the details are completed click Save. 



Step by Step Guide


Step 1 - Navigate to Configuration - Charges




Step 2 - Select the charge category the new charge will go in.


If the new charge needs to be associated with its own "charge category" see the solution below for creating a category first.


How to Create a Charge Category 




Step 3 - Click the +Charge button



Step 4 - Under Create Charge heading fill in the charge information (e.g. Name, Charge Category, Account, Currency, Tax Type as well as General Ledger details).


Step 5 - Under Initial Variation heading enter the value of the charge, select the start date and select the Pro Rata Method if required (e.g. daily, weekly, monthly, quarterly). Once all the details are completed click Save.




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