Adding New Charge Types

1. Navigate to Admin > My Lists.
2. Select "Charge Types" from the drop down.
3. Select "Add New" on the top of the list.

Charge Type Settings

Field	Description
General
1. Name	The name of the charge type.
2. Display Name for Donation Features	If available on the Donation Dropdown or visible in a form, this is the name that will be visible to the public.
3. Parent	If this is a top level type, don't make any selection. However, to create Parent:Child relationship, select the charge type that should serve as the Parent for this new charge type.
4. Default Amount	Set a default amount for the charge type. This is used in Transaction Add.
Tax Letters
5. Amount Deductible	Allows the determination for tax deductibility for each charge type. For more info, click here to read about how ShulCloud handles tax-deductible amounts. Options include: None Completely Percentage - allows a percentage to be provided Certain Amount - enter a $ amount per quantity All But Amount - enter a $ amount per quantity
Online Payments
6. Show on the Donation Dropdown	Select this checkbox to display this charge type on the donation page and allow people (both logged in and public) to donate towards this charge type.  When this box is selected, "-Public" will appear next to the name of the charge type in the list within My Lists.
7. Recurring Payments Must End By:	If a date is entered, anyone setting up scheduled payments for this charge type will be required to schedule all payments by this end date.
8. Gateway Fee Override	Add a percentage to override the fee charged by the gateway to process a transaction on this charge type. Note - this feature is disabled if mandatory surcharges are in place.
9. Advanced	VAT/GST: Used to indicate that the charge type has a VAT or GST component (not used in USA). Only for Structure: By selecting this, set the charge to NOT accept new charges. Intended to be used if the charge type is a Parent charge type, and for Charge Types to be added in a Child relationship. Special Charge Types: Allows user to designate this charge type as a "Special" charge type. When creating statements, the option is available to exclude this charge from a statement, or generate a statement ONLY for this charge. For example, someone is billed$100,000 for the Building Fund. Designate the Building Fund as a Special Charge Type, and then exclude that $100,000 from the annual dues statement and create a statement that shows only the $100,000 for the Building Fund. Charge Type is available to Administrators with only Dedication Permissions:
10. Save Changes	Ensure all settings for a charge type are saved.

Financial Export

Field	Description
1. Quickbooks Account	If linked to Quickbooks, this is the account in Quickbooks that this charge type will link to.
2. QuickBooks Class	If in manual sync mode, this will show the number of the account you are linked to for export.

Related Resources

• Cloning Charge Type Trees (How To & Reference)
• Editing Charge Types