'Calculation' Items

Items to apply a charge, discount, or markup to the preceding line item.

Use the 'sub total' element to add the balances of a series of preceding line items and apply a calculation item. The sub total item is added from the Item selector.

Charge Item

This Item can be used to add an arbitrary charge as a percentage of the preceding line Item i.e. a sub-total. It can also represent a fixed charge.

The Charge Item can be used to bill for the supply of goods or services by a third party. Use the Purchasing tab to set the costs and supply details.

Accounting

The Charge item can post to an Income and an Expense Account.

Discount Item

This Item is used to apply a discount to the preceding line Item i.e. a sub-total. See ‘Discounts’.

Accounting

The Discount Item can post to an Income or an Expense Account.

Mark up Item

The Markup Item is used to apply a markup to the preceding line Item of a fixed amount or a percentage.

Accounting

The Mark up Item posts to an Income account.