Excess Meter Charges
In business operations, it is essential to accurately track and charge for services rendered. Setting up excess charges based on meter readings allows businesses to efficiently bill customers for additional usage beyond predefined limits. This documentation provides a step-by-step guide on how to configure excess charges for metered services within the hirepos system.
Setup Excess Charge Unit
To begin setting up excess charges, follow these steps:
Create a Selling Unit for the excess charge by navigating to Setup > Item related > Selling Units.
Click on New Selling Unit.
Enter a descriptive name in the Unit description field, such as "100KM Excess," and proceed to the metered tab.
In the Metered Tab, select the Meter Unit? box and input the meter excess value to determine when the excess charge should apply.
Save your changes.
Setup Excess Meter Charge Item
Next, configure the excess meter charge item:
Access Setup > Items > New Item.
Provide a clear Description & Code for the item.
Choose an appropriate Item Type.
In the Configuration section, mark the Non-Stock and Metered checkboxes.
Under the Rates/Prices tab, select the previously created Excess unit.
Specify a price per unit for the excess charge.
Save your changes.
Setup Metered Vehicle Item
Now, configure the metered vehicle item:
Go to Setup > Items > New item.
Enter the necessary details in the Description and Code fields.
Assign an appropriate Item Type.
In the Rates/Prices tab, set a Time-based unit (e.g., daily, weekly) and define a price.
In the Configuration section, check the Metered checkbox.
Save your changes.
Using Excess Charge Item on Invoice
When creating an invoice, follow these steps to apply the excess charge:
Add the metered "Vehicle" item and the Meter excess charge item to the invoice.
Enter the starting Meter Reading for the "Vehicle" item when prompted.
Access the Meter readings option above the item lines.
Verify the Metered-from and Metered-To readings.
Use the Copy meter usage to dropdown to transfer the Meter Reading to the Excess charge item.
Upon returning the "Vehicle" item, input the Meter To reading and copy the meter reading to the excess item.
By following these steps accurately, the excess charge item will apply as intended, ensuring accurate billing for services rendered beyond specified limits.