Equipment Invoicing or Quoting: Miscellaneous Charges

Use the Miscellaneous Chargestab to add miscellaneous charges to the selected invoice. These charges are defined in the Miscellaneous Charges/ Credit screen and can be a flat charge, percentage of parts, labor or both.

To open the Miscellaneous Charges tab, hover over a Reference Number on the Equipment Invoicing or the Equipment Quoting screen and select View from the pop-up menu, then click the Miscellaneous Charges tab.

The fields on the Miscellaneous Charges tab are:

Field Description
Charge The name of the miscellaneous charge.
Quantity The quantity of miscellaneous charges. Depending on the configuration of the charge, there may be minimum and maximum values.
Price The selling price of the charge. There are different ways the price can be set: flat charge, percentage of parts, labor or both.
View Default Tax & Discount Click Yes to view the default tax & discount information for the miscellaneous charge.

Use these buttons to complete your work on the Miscellaneous Charges tab:

Button Function
Save Saves changes made on the Miscellaneous Charges tab.
Save/Close Saves changes made on the Miscellaneous Charges tab and exits the screen.
Close Closes the Miscellaneous Charges tab without saving and exits the quote or invoice.

Data Source: CGIIMC

Security: 801 - Equipment Quoting, 802 - Equipment Invoicing

Revision: 2025.04