Adding Charges:
You can add charges to member accounts in the invoicing module in greekbill under the "Charges" tab.
You will be able to create a new charge or edit a previous charge that has been added.
- Using an existing charge template: Search the existing charge templates by scrolling or typing in the search box for the wanted charge. You can edit the existing charge template by selecting the blue circle with the pencil to the right of the charge template. A pop-up window will appear allowing you to update the detail of the existing charge template. Update and save. Once it is updated you will need to assign the charge.
- Creating a new charge template: If there isn't an existing charge template that meets your needs, you will need to create a new one. It is simple and easy to do. 1. Select Add New Charge and you will be prompted to fill in the charge details creating a template. 2. Once created, you will just need to assign it.
Assign Charges:
Once a charge is created, you must assign the charge to members. Assigning charges is done in the "Charges" tab. You will select:
- Add Charges
- Press the "+" next to the charge you would like to add
- Click "Select Assignees"
- Press the "+" next to all the members you would like to assign the charge.
- Submit
NOTE: You can add more than one charge at a time.