Articles on: Payment & Billing

How To Add A Charge

This help document, will show you multiple ways in which you can add a miscellaneous charge, such as for an event or an excursion.

Please note, before adding a charge, you will first need to create the charge transaction type. In the first step you will learn how you can do this, if you already know these steps or have already created the transaction type please proceed to how to add a charge.

Creating a transaction type

**Step 1: **Once you have logged into Xap, select settings from the left hand side menu.

**Step 2: ** Select payment & billing setting.

**Step 3: ** Select transaction categories.

Step 4: Select the green + button.

Step 5: Complete all relevant fields and click save.

Note: When adding a charge, select "revenue" from the drop down ledger account box.

How to add a Charge

Step 1: Once you have logged into Xap, select payments & billing from the left-hand side menu.

**Step 2: **Select accounts from the top menu.

**Step 3: **Tick the box next to the payment account/s which you would like to add the charge too.

Note: You can use the search by keyword or filter tool to refine your results when searching for a payment account/s.

Step 4: Select bulk action and then select add charge (located top right hand side of the screen).

**Step 5: **Complete all relevant fields and click save.

Note: Under transaction category is where you can select the transaction type you have created in the previous step.

You will be able to view any charges you have added via the misc. charges tab in payments in billing:

For more information, please browse our support documents or alternatively contact our support team.

Updated on: 18/08/2020

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