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How do I charge for a lock?

You can also charge customers for products such as locks. Follow the steps below to charge for a lock.

1) Log into your account

2) Click Customers tab

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3) Locate and click on the customer that you would like to add the fee for

4) Click Fees/Products at the top of the customer account

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5) Select a fee using the drop down menu next to "Add a Product".

6) Fill in the product name, amount, tax, quantity, and add any notes about this fee. It doesn't have to be named the same as the one you selected in the drop down.

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*Note- if you charge tax then put the tax rate there (as a whole percentage, for six percent put a 6, not a .06). The subtotal will add everything, this box cannot be changed.

6) Click Add Product. You can add more than one products at the same time (before saving), if you would like.

7) Click Save

 

Follow the steps below to add fees into the "Add a Fee" drop down menu

1) Log into your account

2) Click the Setup tab

3) Click the Fees sub-tab

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4) Click New Fee at the top right cornerCapture25.PNG

5) Fill in the fee information

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6) Click Save

*Note- This will show up in the "Add a Fee" drop down for future use.

 

Follow the steps below to add fees into the "Add a Product" drop down menu

1) Log into your account

2) Scroll over Customers tab

3) Click Retail Sale sub-tab

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4) Click Add a Product at the bottom of the page

5) Fill in the product information

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6) Click Create Product

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