< Adding a New Charge Condition < How do I add a charge condition that relates to Client Type?

 

When you add charge conditions they will be applied in the order in which they are listed under the Charge Conditions sub menu for that service item.

 

The system applies these conditions in the order in which they are listed and stops as soon as a condition is met. It is important to ensure your conditions are listed in the correct order so that you achieve the desired result. As a general rule, the more arguments that you have in your charge condition then the higher up the list the condition should be.

ON DESKTOP:

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Navigate to Admin > Services > Service Items > Charge Conditions

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STEP 1

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How do I add a charge condition that relates to the Client Type?

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• Click the service item you wish to edit.

STEP 2​​

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• Click "Charge Conditions" from the menu.

• Then click "Add a New Condition".

STEP 3​​

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• Select the statement "the client type is".
   

• Select the appropriate Client Type from the drop down menu.

NOTE: If you don't see an appropriate Client Type listed here, you may need to create one that fits the pricing policy, eg. you may want to increase charges for a client who lives in Downtown. You would need to go to Admin > Services > Client Types and create a new client type called "Downtown". Then you would need to apply the new client type to anyone who lives in Downtown.
 

• Add the correct charge for that type of client where it says "Then charge". Do not add a currency symbol such as $ or £.
   

• Click "Add".

ON MOBILE:

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STEP 1​​​​

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• Tap the Navigator, and select Admin > Services > Service Items > Charge Conditions

STEP 2

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• Tap the service you wish to edit.

STEP 3

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• Tap the "Charge Conditions" menu.

STEP 4

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• Tap "Add A New Condition" menu.

STEP 5​​

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• Select the statement "the client type is".
   

• Select the appropriate Client Type from the drop down menu.

NOTE: If you don't see an appropriate Client Type listed here, you may need to create one that fits the pricing policy, eg. you may want to increase charges for a client who lives in Downtown. You would need to go to Admin > Services > Client Types and create a new client type called "Downtown". Then you would need to apply the new client type to anyone who lives in Downtown.
 

• Add the correct charge for that type of client where it says "Then charge". Do not add a currency symbol such as $ or £.
   

• Tap "Add".