What this screen is for
A charge type is a line you add to a document on top of the items themselves. Each one records whether it is taxable and, if so, its default tax, plus the income account used when it appears on a sale and the expense account used when it appears on a purchase. Charges can be switched between active and inactive.
Why it matters
The two accounts decide where the money lands in your books, and a charge with the accounts left unset will still appear on documents while posting nowhere useful. The taxable flag and default tax change what is calculated on documents raised afterwards; documents already issued are untouched.
What you see on this screen
The page describes itself as additional charges - transport, courier, loading and the like - for sales and purchase documents. The table has six columns: Name, Taxable, Income Account (Sales), Expense Account (Purchase), Status and Actions. The Taxable column shows the linked tax and its percentage where one is set, or simply Yes or No. Either account column reads Not set where nothing has been chosen.
Adding or editing a charge opens a form with Name (required, for example Transport Charges or Courier Bills), a Taxable switch with the note that it applies SST or GST to this charge, and a Default Tax picker that appears once Taxable is on. Two account pickers follow: Income Account (used on sales), explained as credited when this charge is added to an invoice or credit note, and Expense Account (used on purchases), explained as debited when it is added to a bill or debit note. An Active tick box completes the form.
Filters and actions
There is no search or filter. Add Charge Type creates one; the status badge on a row switches it between active and inactive in place; edit and delete sit at the end of each row. Deleting names the charge and warns that the action cannot be undone.
Status values
Active - offered when adding a charge line to a document. Inactive - no longer offered, while charges already on issued documents stay as they are.
Related
- Tax - the rates a charge can be linked to
- Payment Modes - the accounts used when money moves
- Invoice Settings - other document defaults