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Billing Charges

Billing Charges Maintenance​

From the DockMaster menu, select Service Management > Maintenance Functions > Billing Charges

Purpose: Billing Charges are used primarily to generate fees for storing boats and trailers while a Work Order is in progress. This program uses the Billing Code File to attach charges to an operation. The system will automatically calculate the storage fees using the calculation method of the billing code.

For example, a customer has a 30' boat that was serviced, but he hasn't picked up the boat. After 3 days, you charge $1.00 per foot per day for storage. You can attach a daily billing code to this Work Order and the charges will accumulate until the boat is picked up. The system will charge $30.00 per day for storage fees.

Billing charges are tracked by operation and are added to a Work Order operation by using the 5 Billing Code Tab. Each time you enter the window, you will see ALL billing codes, which have been added to an operation. You can remove a billing code or change the department, rate, or start and stop time at any time until the operation is billed out. To remove a billing code that has not been billed out, select the billing charges you want removed by clicking on the detail line with your mouse. Press the Remove Charge button from the Command Panel.

Once you bill out an operation to a customer, the billing charges will appear highlighted and you will be unable to affect these entries. To remove a billing code, which was erroneously billed to a customer, you must enter the billing code again with negative rate.

To add Billing Charges to an Operation, select the Operation that you are adding billing charges and select the 5 Billing Codes Tab.

Billing Codes Entry​

  • Billing Code - Enter a valid Bill Code or press F6 or the List F6 from the Command Panel. The Bill Code description will default in the field to the right. This description will print on the Work Order Invoice. The billing code information will fill in automatically and the cursor will be resting on the Description field.
  • Department - Press Enter to accept the default Department. Otherwise, enter a valid Department Id or press F6 or List F6 from the Command Panel. The Department File determines the General Ledger accounts to which the income from this billing charge will be booked.
  • Start Date- - Press Enter to accept the default start date or enter a Start Date of when you want the billing charges to begin. The current system date is the default Start Date.
  • End Date - Enter the date to stop billing charges to this customer’s work order. The system will accumulate charges as long as the Work Order is not billed. The Work Order Billing program will require you to enter a stop date if you are billing out this operation.
  • Rate - Press Enter to accept the default Bill Rate. The Bill Rate should default over from the Bill Code File. This amount can be over written if necessary. . Depending on how the billing code is set up, this rate may be per foot flat rate.
  • Extension - The Extension amount will automatically calculate. This amount can be over written if necessary. If the operation code is a flat rate percentage type, the extension field will say FLAT RATE and you will not be able to change the extension.

Important: If you override the Extension amount, a Stop Date must be entered to keep the extension from recalculating when you bill out the Work Order or re-enter the Billing Maintenance window.

  • When finished entering in the Billing Code information, press the Update button from the Command Panel. Press the Close button to return to the Work Order Maintenance window.

Move Detail​

  • The Move Detail option is available in the Command Panel to allow you to transfer a sublet charge to another work order. The link will become active once a sublet charge has been added to the operation. Detail can also be moved by right clicking with your mouse on the detail line and selecting Move Detail.

Reprice Bill Code​

  • Click on the Reprice Bill Codes link if you want to update the pricing on selected Bill Codes. For example, if the rate on a Bill Code has changed and you want to reflect this in your work order, press the Reprice Bill Code link to update the bill code to the current rate. This can only be used on work orders that have not been billed out.