Custom Charges (Custom Adjustments)

What are Custom Adjustments?

Adjustment categories are a charge that you can add to a customer’s reservation. In their invoice, select “add custom adjustment”, fill out the appropriate fields, including the price and save. These custom charges can be used for tips, discounts (when adding a discount, put a negative in front of the discounted price) and premiums.

How to Set Up Custom Charge Catagories?

You can create multiple custom charge categories to help organize your adjustments and make reviewing your custom charge reports easier.

1. Settings
2. Pricing
3. Custom Charge Catagories
4. Add Custom Charge Type
5. Add the name and choose whether to include the adjustment in the revenue report or not
6. Save

Once you have created all your charge categories, you can rearrange the order by clicking and holding the grey arrow beside the name and dropping it into the prioritized order/grouped together.

How can I view my Custom Charges?

You can review your custom charges through your “Custom Adjustment” report. This report shows all manually applied, non-cancelled ‘Custom Adjustments’ by the date they were first added to an order (not the invoice date). This report also lists all automatically applied credit card processing fees (if applicable).