RichardTapestrySupport Posted August 7, 2023 Posted August 7, 2023 In this tutorial we will look at how you can add extra charges to your account. You will then be able to add these extra charges to a child's regular schedule or as a one-off charge, and they will be reflected on any invoices for that period. To set these up, click on 'Booking' in the blue bar at the top of the page. If this is not showing up, you may need to enable the Booking feature on your account. You can find a link to our tutorial on this here. If you have not accessed the Booking section before, you will see a set up screen with a list of tasks which includes adding extra charges. You will need to compete the top 3 actions in order to access the Booking and Invoices features. If you have accessed Booking before you will be able to add any extra charges by selecting 'Config' on the left (1), then 'Extra Charges' (2). If you, or anyone else on your account has added any extra charges previously, they will be listed on this page. By default, only active extra charges will be visible, but you can click the box at the top of the list (1) to include inactive extra charges. To add a new extra charge, click the 'Add Extra Charge' button (2). Here you will be able to select a name (1), description (2) and price (3) for your extra charge. You will also be able to choose whether you would like to make it active immediately or keep it inactive for now (4), meaning it will not be selectable when adding a schedule or extra charge for a child. Once you are done, click 'Save Extra Charge' (5). To edit an existing extra charge, click the pencil icon to the right of it. When editing an extra charge you will be given the same options as when adding a new extra charge. However, if you choose to change the price - by clicking the 'Add Price Change' button (1), you will need to select a date from which the price change will take effect (2). If the date you select is within an invoiced period you will receive a message informing you that this may cause adjustments to appear on your next invoice to make up for the difference in price (3). Once you've added your extra charges, you'll then be able to apply these to children's regular schedules or add one off extra charges for children. You will also be able to see an overview of your extra charges through the 'Extra Charges' overview screen. The tutorials that talk you through these are linked below. How to add extra charges to a child's regular schedule Adding a one off extra charge for a child Extra charges overview screen Back to Main Tutorials Page
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