Invoices: Extra charges overview screen

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In this tutorial we will take a look at the 'Extra Charges' overview screen. This is where you can view your number of weekly extra charges including what they are and who they relate to. For a guide on how to add extra charges, take a look at this tutorial.

To navigate to the 'Extra Charges' overview screen, you will need to start by clicking the 'Booking' button from the top menu (1), select 'Rooms' (2) and then 'Whole Setting' (3) from the options on the left hand side. On the tab across the top of this page, you will need to click 'Extra Charges' (4) which will take you to the overview screen. 

 

 

On this page you can see an overview of extra charges, (defaulting to the week you are in at the top (1)) and a list of extra charges for that week (2). Looking along the week, you will see the number of daily extra charges which align with the extra charge itself (3). You will also see at the end of the week the total number of the extra charges (4). 

 

 

By clicking on an extra charge, you can see which child/ren it relates to. A pop-up will appear which includes the 'Extra Charge Details'. These details include the date the extra charge has been added for (1), the name of the extra charge (2) and the child/ren the extra charge relates to (3). It also shows you the breakdown in quantity of the extra charge for each child, as well as the total (4). 

 

 

As mentioned earlier, the 'week commencing' automatically defaults to the week you are in. To change the date and view extra charges from previous weeks, click inside the box (1) and then you can either manually enter a date (following the same format DD/MM/YYYY) or, select a date (2). You will notice that you are not able to select the weekdays Tuesday-Sunday. This is because the 'Extra Charges' screen format is a weekly view. 

 

 

If you would just like to see the extra charges for a particular room within your setting, you can click which room you would like to view these for on the left hand side (1). With support on assigning children to rooms, have a look at this tutorial.

 

 

The screen appears the same way as it does in the 'Whole Setting' view. The only difference on these pages are that the extra charges that you can see relate to the children in that room. As mentioned previously, you can view the details of the charge, including which child it relates to, by clicking on it. 

 

 

To view extra charges in upcoming weeks, you can choose to do this in a couple of ways. You can either follow the same process as above, selecting the date beginning the week you wish to view or, you can click 'Load Later Weeks' at the bottom of the page (1). This will load the next 4 weeks and will continue to do so each time you click it. 

 

 

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