Excess Meter Charges

This article assumes you have read the Meter Readings (Overview) help doc first.

This function is used to set up excess charges and other charges based on the meter readings.

You might use this if you had a vehicle configured with a standard daily charge of $200, but if the customer exceeds 400Km usage, you want to charge them an excess charge per-KM.

This would have to be charged on a separate item line, which we will go over below.

How to setup a meter excess charge unit

  1. Create a Selling Unit for the excess charge, to do this go to Setup > Item related > Selling Units.
  2. Click New Selling Unit.
  3. Enter in a easily identified name in the Unit description field such as “100KM Excess”, then go to the metered tab.
  4. In the Metered Tab, tick the Meter Unit? box, and enter the meter excess value, this will be the value that will define when to start charging the excess.
  5. Save your changes.

How to set up a meter excess charge item

  1. Go to Setup > Items > New Item.
  2. Give the item an easily identified Description & Code
  3. Assign an Item Type.
  4. Expand the Configuration section then Tick the Non-Stock checkbox and the Metered checkbox.
  5. Go to the Rates/Prices tab and select the Excess unit you just created.
  6. Enter a price, this will be charged per KM once the meter reading is over the excess value you specified earlier.
  7. Save your changes.

How to set up the metered vehicle item

  1. Now you need to configure the metered item (in this example we will call it “Vehicle”).
  2. Go to Setup > Items > New item.
  3. Fill in the Description and Code fields as desired.
  4. Assign an item type.
  5. Go to the Rates/Prices tab, and assign a Time based unit (E.g, daily, weekly) and define a price.
  6. Expand the Configuration section then Tick the Metered checkbox.
  7. Save your changes.

Using the Excess Charge on an Invoice

  1. After creating a new invoice, add the metered “Vehicle” item you created in the last section, then add the Meter excess charge item configured above.
  2. When the Meter Readings window pops up, enter the starting Meter Reading on the “Vehicle” item.
  3. Click on the Meter readings option above the item lines

  1. Verify your Metered-from and Metered-To are correct.
  2. Use the Copy meter usage to dropdown to copy the Meter Reading to the Excess charge item.
  3. When the “Vehicle” item is returned, fill in the Meter To reading, and once again, use the dropdown to copy the meter reading over to the excess item.
  4. If done correctly, your excess charge item should charge for 100 units, in the case of a meter usage of 500Kms, and the excess configured at 400Kms.

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