TRANSACT: Adding Ad hoc charges in bulk (add items en masse)

There may be instances where you would like to add an extra charge in bulk to to multiple child's contracts for invoicing and charging via Transact. Examples include: 

• Excursions
• Extra Care / Extended Care charges
• Uniforms

If these items are ad hoc in nature (and therefore not included in a payment plan template) you can add them to children's contracts for invoicing using the Add Items en masse function. If you wish to add an item to just one child's contract refer here

1. On the Contracts tab in Transact select "Add Items en masse" from the bottom menu bar
2. Apply search criteria or manually select the children you wish to apply extra charges for
3. Click "Add Item to [x] selected contracts
4. Complete the relevant details for the charge you wish to be invoiced
   • Name: This will be the name that will show on the invoice issued to the family
   • Item: This will be used for reporting purposes to ensure that the revenue is reported in the correct category. If you are adding a charge that requires a new Item you can add this via Items. Refer here for more information about setting up new item
   • Amount ex GST: The amount you wish to be invoiced (if the selected item is marked as GST applies then GST will be automatically added to this amount, otherwise this will also be the GST incl amount)
   • Bill On: This is the date the invoice will be sent. The date may not be today or past dated. 
   • Note: If you need to issue an invoice today this can be achieved by adding ad hoc charges for an individual child. 
   • Note: payment will be due / deducted based on the payment terms set in your organisation settings
5. Click Add This Item to x contracts (note, where the line item has been added to an approved contract this will now also be approved and therefore invoice automatically on the invoice date).