Skeleton Charge Templates

 

If your home has a number of residents with a very similar charging structure, it can be worthwhile to create a Skeleton Charge Template. This will speed up the creation of the charging structures for the residents. Please refer to Creating Charge Templates for further information.

 

Click on the "Settings" tab to bring up the list of options and then select "Invoicing" followed by "Skeleton Charge Templates" from the menu options list.

 

 

The "Skeleton Charge Templates" screen will now be displayed.

 

 

Click on the "Add" button (+) to add a new record. Enter a suitable code and description and then select the Invoice Type from the drop down list. Next, select the Sage Dataset for the relevant company and then choose the Invoicing Period. If all of the invoices in this group are to be posted to the same Sage Sales Ledger code, you can select this now, otherwise leave this section blank. You will need to save the Skeleton at this stage.

 

If required you can also create one or more invoice lines in the lower part of the screen. The "Type", "Nominal", "Dept" and "TC" fields are all selected from drop down lists, the "Nett" amount should be typed in and the "Gross" amount will calculate automatically. Finally click on the "Tick" again to save the record. The Skeleton will now be available if required when setting up Charge Templates.