How to Upcharge a Customer

Upcharging a customer instructions:

1. Go to Orders > Orders
   
   
   
   
2. Select the invoice you would like to upcharge
   
   
   
   
3. Scroll down to the Contract Details section and click the "..." button. Then, select "Add Line Item" from the drop down menu
   
   
   
   
   
   
4. Select Upcharge at the top of the side menu
   
   
   
   
5. Input all relevant information such as upcharge name, Amount, Quantity, Comments, Tax Applicable
   
   
   
   
6. Click "Add Line Item"
   
7. If charging immediately, add payment and click "Upcharge $xx.xx Now" 
   
   
   
   
   
8. If not charging immediately, click "No."
   
   
   
   
   
9. The Upcharge line item will show up under the Invoice Details
   
   
   
   
   
10. If "No" was selected and payment was not collected, the balance will update on the invoice and you can click "Pay." 
    
    
    
    
11. If you charged immediately, payment will show up under the Payment History section of the Invoice Details