CAPITAL Office Business Software

I want to add a standard (Environmental) fee to every invoice created in Service Manager. While I understand the User Charges in the Help Menu (below) I have a question.

1. Do I have to manually fill in the Charges fields on the job card each time I raise a new job card or can I set this up to automatically fill in when a job card is raised given that I want this charge to appear on every invoice?

You can set-up default values on nearly any field in the Service Manager using simple scripting.

To add scripting, you need to open Screen Editor, then open Service Manager Screen.

Then from the menu select File|Screen Script.

Paste the following lines into the top of this text file. (The file window may or may not be empty.)




Change "Charge1" to "Charge2" if you want the default value to go to a different charge other than the first one.

Also change "10" to whatever amount you want to be the default amount to charge.

Then just press Save button (blue disk) and it should be set-up for you.