Getting Started With Surcharges

How to Get Started With Surcharges

Activate the surcharge feature by going to View - Settings - Company - Settings per Module - Product - Customisation of functions and checking the option the Company sells products with environmental tax or other special charges.
Choose if you want to associate new customers with surcharges automatically. This option can be found under the company settings for contact management, by clicking the Advanced button.
Add or edit surcharge groups in the company settings for products, in the Price Processing tab, by clicking Surcharges. Read more in How to Register a Surcharge/Additional Tax.
Activate the surcharge feature for existing customers by navigating to the Settings tab in the contact card and clicking the Customer button. Select Yes from the Surcharge drop-down list. You can also use the wizard Change values for a selection of contacts to activate the feature for all or a selection of existing contacts. Remember to create a backup copy first.
Associate the products with surcharges via the Surcharge drop-down list in the Price tab.

The surcharges will now be specified on invoices to customers associated with surcharges, and if the invoice includes products with surcharges.