Invoice Surcharge¶

There is functionality to include an invoice surcharge on an order.
This will add a line to an invoice for a percentage of the net value of an order, excluding carriage/freight charges.

The following needs to be set up.

There is a new field in Parameters called ‘Invoice Surcharge’ where a percentage can be entered.
The default is zero. There is another flag called ‘Add Invoice Surcharge at Order Entry’ which defaults to false.

System Tables > Option Names

There is a new ‘Code’ option called ‘Invoice Surcharge’.
A new record should be entered here called ‘Invoice Surcharge’ which has Code = Invoice Surcharge’.

The user should then create a new miscellaneous stock item with a link option set with code ‘Invoice Surcharge’.

When an order is entered, if the ‘Invoice Surcharge’ amount in Parameters > 0 and there is a stock item with a link option for ‘Invoice Surcharge’, and ‘Add Invoice Surcharge at Order Entry’ is true, then a new detail line is added (in exactly the same way it is added for ‘Carriage Surcharge’.

If ‘Add Invoice Surcharge at Order Entry’ = false and ‘Invoice Surcharge’ > 0, then the invoice surcharge is added at the ‘Create Invoice’ stage.
The amount is the net total value of the order (excluding carriage) multiplied by the ‘Invoice Surcharge’ amount. VAT is then be applied to this line as normal.

If there is an invoice surcharge detail line added at the order entry stage, then this is ignored when blind processes are scanned, or blinds are manufactured i.e., they get changed to ‘Order Manufactured’ if all the blinds are manufactured.

But if you don't want to use this functionality then please create a new 'Invoice Surcharge' stock item with the 'Invoice Surcharge' code (System Table > Option Name).
Then turn off the ‘Add Invoice Surcharge at Order Entry’ flag and fill the 'Invoice Surcharge' value with the '0' in the parameters, in this case, the invoice surcharge will not be added at any stage and the message will no longer appear.

Blindata Online and EDI XML

This works for Blindata Online and EDI XML files.
For this, the 'Add Invoice Surcharge at Order Entry' flag should be ticked in the parameters.

Order Processing > Orders

There is a new flag in the quote/order entry header called 'Invoice Surcharge Override' that is displayed if 'Add Invoice Surcharge In Order Entry' is true in Parameters.
If 'Invoice Surcharge Override' is set to true, then it will not be applied

Sales Files > Customers

There is now an 'Exclude from Invoice Surcharge' flag in the customers record that defaults to false.
If set to true, then the ‘Invoice Surcharge’ is not applied to orders for that customer.

Blind Type > Invoice Surcharge

An ‘Excl. from Invoice Surcharge’ flag has been added to Blind Type record.
If this is set to true, then these blind types will not be included in any invoice surcharge calculation.

Purchase Order Enquiry > Batch Invoice

When 'Create Invoice' is selected, windows now appear for adding in a Carriage amount and also an 'Invoice Surcharge' amount.
This is already done when a purchase order is turned into a purchase invoice in PO Enquiry > Update.