How to Add Extra Charges While Billing in SwilERP

Add Extra Charges While Billing

How to Add Extra Charges While Billing in SwilERP


In SwilERP Software, if the user wants to add extra charges while billing, it can be done using the billing head option. Extra goods charges make the goods for salable transportation, safety purposes & other expenses. In this article, we'll show you how to add extra charges while billing in SwilERP software using the billing head option.

Start with login in SwilERP dashboard to initiate the process

Step:1 Create Billing Head of Charges

  1. Go to the Masters Menu> Others> Billing Head.
  2. After that, a new window of Billing Head appears in the next slide.
  3. Click on the New button to create new billing head master.
Reference image:
SwilERP Dashboard Window
  1. Enter the Billing Head name which you want to create. (For example, you entered "Other Charges" in the column)
  2. Select the Account in which you want to do posting of this billing head. For example, you selected ''Indirect Expenses".
  3. Select Add/Less option as "Add" to add it to the bill.
  4. Now, select Tax Calc Method and Tax code (Sales or Purchase) which you want to apply on it. (For example, you selected Tax code(Sales) in the column)
  5. Select other details i.e. Rate, Rate In, HSN, & Type of billing which you want to apply on the billing head at your convenience.
  6. Tick-mark on the Round Off option to make the digits in round figure.
  7. Show detail in Report & Ineligible As per sec 17/5 options are also available.
  8. Click on the Save option.
Reference image:

Step:2 Generate Sales Bill for Adding Charges

  1. Go to the Sales Menu> Sales Invoice option.
  2. After that, a window of Sales invoices list appears. Click on the New option to create new sales bill.
  3. Or you can directly click on the (+) Sign.
Reference image:
Sales Invoice Window
  1. Now, enter the Customer Name in the column.
  2. Select the Product for which you want to create sale bill.
  3. Select the Batch details and enter the Qty of product.
  4. Click on the Add/Less button to add the other charges in bill.
Reference image:
Select Add/Less Option Window
  1. A new pop-up window will appear of Add/Less (Billing Head) on the screen.
  2. Select billing head from the drop-down list as Other Charges.
  3. After selecting it, enter the Amount, which would be other charges for the selected customer. (For example, you added 50 Rs of other charges).
  4. Press OK to continue.
Reference image:
Billing Head Window
  1. After adding Billing Head to the invoice, you will see the amount of the charge in the Add/Less column, including tax.
  2. Click on the Save button to save the invoice.
Reference image:
Sales Invoice Window
Note: From the same process, users can add or less any charges, expenses, and other entries in the bill.

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