Charges

The charges section on the Recurring Charges tab displays recurring plan charges as a summarised line item. It displays a charge description, the ex-tax charge and how the charge is applied.

Charge item properties

A recurring charge properties page covers the nature of a charge, what it charges and when.

Raise charges every n
Specifies how often Smile raises the recurring charge, per the selected period.
  • Invoicing periods
  • Fixed-Days
  • Fixed-Months
  • Rating periods
  • Calendar months
  • Days
For more information, see Cycles and periods.
Raise charges
Specifies whether Smile raises the charge in arrears or in advance.
  • In arrears
  • Partially in arrears
  • In advance
    • Always Charge n periods in advance
Note: When billing in advance Smile looks for the end date of the next invoicing period. Smile will raise charges for n of the periods set in the Raise charges every drop-down.
For more information, see Charging type.
Pro-rata calculation
Specifies how Smile applies the charge to an incomplete period.
  • Not set
  • Don't charge anything
  • Prorate the charge
  • Charge the full amount
Item code
A Smile generated numeric code for the charge item.
Item description
Specifies the invoice item text. The following substitution codes can be used in the description:
  • {0,date}—start date
  • {1,date}—end date
Sales report category
Specifies the sales report category the charge is allocated to.
  • Select category from drop-down.
  • Create new...
For more information, see Sales report categories.
Rate
Specifies the ex-tax value of the recurring charge.
Quantity Format
Specifies a string format to define how an amount is displayed. For more information, see Quantity format.
Display Rate
Specifies the text value to display on the invoice, which may include tax.
Display Order
Specifies the display order of the charge on an invoice. For example, 0 will list the item at the top of the invoice. 9 will display it lower.
Charge GST on the item
When selected specifies if tax should be added to the charge on invoicing.
Do not print this item if it is zero-value
When selected specifies that the charge item is not included on an invoice or statement when the item has a $0 value.
Discount category
Specifies a discount or commission category. For more information, see Charge types and units.
This charge is valid from start date to end date
Specifies the validity date range of a charge.

If no dates are specified Smile views the charge as active and raises the recurring charge indefinitely.

If only a start date is specified Smile will view the charge as active and raise the charge from this date onwards.

If only an end date is specified Smile will raise the charge up to this period only.

Allow operators to enter a custom rate, quantity & description for this charge
When selected allows a Smile operator to edit the Rate and Item description of the charge within the customer account.