This article describes how services charges work in the system.
Service charges can be used to add an amount (percentage) to each resource that has a billable amount. Typically, service charges are used to charge a gratuity on catering items, however, the system supports defining more that one service charge to accommodate different scenarios.
Service charges are applied at the service provider and at the resource level. For example, you may want to charge a 20% gratuity on food items that you provide, but not on AV equipment or furniture. In this example, Catering, AV equipment and furniture are service providers. Resources would be the individual items provided by the service provider.
Configuring Service Charges
- The first step is setting up a service charge record. To do this, go to Settings > Service Charges and press the ‘Add Service Charge’ button (see screen below).
- On the next screen, enter the description and the rate of the service charge.
- After saving the service charge, press the ‘Manage Service Charges’ button and you will be on the following screen:
- On the first tab of Manage Service Charges you will find a list of the Service Providers defined in the system. Select one or more of the records and then select the ‘Apply Service Charge’ button to pick a service charge record to be associated to the selected providers.
- On the second tab, select one or more resources that should have the service charged applied and select ‘Apply Service Charge’ button to set the service charge flag on each selected resource.
Tips for Managing Service Charges
- When selecting resources or service providers you can select multiple rows at one time to speed up the process.
- You can filter the list of resources by using the ‘search’ box at the top of the grid.
- Use the "Remove Service Charge” button if you no longer want to have a service charge apply on that item.
Applying and Calculating Service Charges
Now that you’ve set up a service charge, the system will immediately start to compute charges for resources at the appropriate rate.
See this article for more information and a video of the process.