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<< Click to Display Table of Contents >> Inspection Fees/Payments |
  
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<< Click to Display Table of Contents >> Inspection Fees/Payments |
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This page is used to quickly apply the fees to be charged to the customer as well as any payment they may have made.
Applied Fees / Discounts
This section lists all the fees and discounts that are being applied to the inspection. You can either double click each one to remove them individually, or you can select the one then click the [Remove] button. To add to this list, select from the Available Fees / Discounts section.
Applied Totals
This section shows the applied totals based on the items in the Applied Fees/Discounts section and is calculated automatically as you apply or remove fees/discounts. You can click the [Tax] link button to set the applicable tax rate and it will be remembered for subsequent inspections.
Available Fees / Discounts
This section lists all the available fees and discounts that can be applied to the inspection. You can either double click each one to apply them individually, or you can select one and then click the [Apply] button. Most of the available fees and discounts will be global to all inspections you perform; however, you can create new ones that only apply for this specific inspection and will only appear when working on this inspection. This allows you to create one-off fees or discounts that will not end up cluttering up the list for future inspections. The checkboxes are also used to select which fees or discounts you want to delete. Keep in mind that any you delete will no longer be available for other inspections; however, it will not affect fees or discounts that have already been applied in other inspections you have already used the fee or discount for.
When creating new fees or discounts that you want to make available, you have several types you can create by clicking the [New...] button:
Discount
The Fee or Discount description.
Taxable
Determines is tax should be applied to the fee or discount
The Service Fee/Discount is only available for the current report
The fee or discount will only show up in the list for this specific inspection.
Select the amount to be used when applied to the report
Here you select the type of fee or discount this will be:
•Fixed Amount - Will always use the specified amount when the fee is applied (can be $0.00 to indicate a free service for example).
•Calculated Amount - This is a per-unit amount. When applied, you will be prompted for the number of units (quantity) and whether to round the total to two decimal places (default) or to a whole amount. Rounding uses Banker's Rounding, which rounds the mid-point to the nearest even (Examples: 0.135 rounds to 0.14, and 0.125 rounds to 0.12)
•Prompt for Amount - If the amount is determined by special circumstances, you can have it prompt for an amount when being applied.
Payment History
This section is where you enter payments received form the customer.
