10. Custom Charges Maintenance *

Tools menu -> Billing Maintenance -> Custom Charges Maintenance

Custom Charges Maintenance

Add a Custom Charge

1. Click the Green + to open the New Code dialog.

1. Type new Code using numeric and/or alpha characters.

2. Type a Short Description for the code.

3. Type a Medium Description. (optional)

4. Type a Long Description. (optional)

5. Place a check mark in the box if item or service is taxable.

6. Click Add. New Custom Charge is now added to the Custom Charges List.

Inactivate a Custom Charge

1. To inactivate a Custom Code and delete it from the Code List, Place a check mark in the Inactive box.

2. Click Save.

Note: This will not completely remove it from the data base, but will hide it from view if there is also a check mark in

the Hide Inactive Codes option.

Custom Charge Search by Code

Begin typing the Custom Charge code in the Code Search and as you type, the codes and short descriptions are

listed.

Custom Charge Search by Description

Begin typing the Custom Charge description in the Short Description Search and as you type, the codes and short

descriptions are listed.

Custom Charge Effective, Modified and Deactivation Date

1. Effective date column lists the year the code is in effect.

2. Modified Date column lists the date the code was last modified.

3. When a Custom Charge code is discontinued Deactivation Date column will list the date it was discontinued.

Note: The dates are automatically inserted when the code is modified or updated.

Hide/Show inactive Custom Charges

If a code had been Inactivated and is no longer going to be used it can be removed from the Code List

by placing a check mark in the Hide Inactive Codes box.