To edit a Charge Type, go to Admin Menu - My Lists, select "Charge Types" from the drop down, and click on the charge type you want to edit.
General
- Name: The name of the charge type.
- Parent: If this is a top level type, don't make any selection. However, if you would like to have list listed as a sub-type underneath another charge type, you can make that selection here.
- Default Amount: You can set a default amount for the charge type here, and when you go to Transaction Add and select this charge type, that default amount will load automatically.
Tax Letters
- Tax deductible: Allows you to set how much of each charge is tax-deductible. For more info, click here to read about how ShulCloud handles tax-deductible amounts.
Online Payments
- Show on Donation Dropdown: Will display this charge type on the donation page and allow people - logged in and not - to donate towards that charge type.
- Recurring Payments Must End By: If you enter a date here, anyone setting up scheduled payments for this charge type will be forced to schedule all payments by this end date.
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, you can set the charge to NOT accept new charges. Intended to be used if the charge type is a Parent charge type, and you want charges added only to the children/sub charge types.
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Special Charge Types: Allows you to designate this charge type as a "Special" charge type. When you create statements, you will then have the option of excluding this charge from a statement, or generating a statement ONLY for this charge.
- For example, you billed someone $100,000 for the Building Fund. Designate the Building Fund as a Special Charge Type, and then you can exclude that $100,000 from their annual dues statement and create a statement that shows only the $100,000 for the Building Fund.
Financial Export
- Quickbooks Account: If linked to Quickbooks, this is the account in Quickbooks that this charge type will link to.
- External Billing ID: If in manual sync mode, this will show the number of the account you are linked to for your export.
Other Options
- Archive: If a charge type has any charges attached, you cannot delete, only archive. If the charge type is a parent, you have the option to archive the entire tree of charge types underneath it. You can access archived charge types by clicking on "Show Archived" on the bottom of the list of charge types.
- Clone: Allows you to clone an entire tree of charge types. You will be able to make adjustments to the charge types names in a batch as you add them (for example, change 2015-16 to 2016-17).
- Merge: If you want to combine any two charge types, click on the one you want to eliminate and then click "Merge." You can then select the charge type you want to keep from the drop down and merge. PLEASE NOTE: you cannot merge a parent charge type into one of its own children.