Using Calculation Items

Configure Using Items

Charge Item

This Item can be used to add an arbitrary charge as a percentage of the preceding line Item i.e. a sub-total. It can also represent a fixed charge.

The Charge Item can be used to bill for the supply of goods or services by a third party. Use the Purchasing tab to set the costs and supply details.

To create a Charge Item, go to:

PRODUCTS/SERVICES > Items > Charge

The Charge Items can post to an Income and an Expense Account.

Discount Item

A Discount Item is used to apply a discount to the preceding line Item i.e. a sub-total.

To create a Discount Item, go to:

PRODUCTS/SERVICES > Items > Discount

To learn how to use Discount Items on Sales Documents, see Using Discounts

Discount Items can post to an Income or an Expense Account.

Mark up Item

Markup Items are used to markup the sale of item(s) by a fixed amount or a percentage.

To create a Mark up Item, go to:

PRODUCTS/SERVICES > Items > Markup

Mark up Items post to an Income account.

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