Modifying a charge category
You can modify a charge category.
About this task
To modify a charge category:
- From the tree in the application rules side panel, choose Document Specific > Load > Charge Categories. The Charge Categories window displays in the work area.
- Select the applicable charge category and choose the Details icon. The Charge Category Details window displays.
- In Description, enter a brief description of the charge category.
- Select Billable if the charge is billable. Non-billable charges are not considered in order totals, but do appear in invoices.
- Select Discount if the charge you are creating is a discount charge type.
- Select Consider For Profit Margin if the category should be used for profit margin calculation.
- Choose the Save icon.