Additional Services

Additional Services are extra billable services (or operational options) that can be applied per tenant/client.

They are most commonly used to:

• Add non-standard charges that aren’t covered by your default tariff/rate rules
• Track ad-hoc operational work that should be invoiced
• Record credits or corrections in a controlled, auditable way

What counts as an “Additional Service”

Examples that often work well as Additional Services:

• Packaging / materials (e.g. “Extra cartons”, “Pallet wrap”) when not included in a tariff
• Value-add services (e.g. “Kitting”, “Label rework”, “Returns inspection”)
• Handling outside the norm (e.g. “Oversize handling”, “Hazmat surcharge”)
• Logistics extras (e.g. “Skip hire”, “Waste removal”)
• Manual billing corrections (via Manual adjustment service code)

Where they show up

Additional Services are typically used in:

• Billing / Monthly Operations (when enabled for that client/tenant)
• Operational screens where users can record “service performed” events

Exact placement depends on your tenant configuration and which modules are enabled, but the general model is:

• Define the service (name/code/price)
• Record it as performed (date + quantity, if supported)
• Monthly Operations picks it up for the billing period

Creating services (tenant vs client)

Additional Services are commonly tenant-scoped (shared across the tenant), but may be configured to be client-scoped depending on your setup.

Best practice:

• Use tenant-wide services for common items you want consistent naming/codes for.
• Use client-specific services only when the service is contractually unique or priced differently for that client.

Important: make sure you’re working under the correct tenant (and client, if applicable) before creating or editing services.

Service design tips (avoid future billing pain)

• Use stable service codes
  • Changing codes later can make reporting and reconciliation harder.
• Write descriptions for humans
  • Billing disputes are usually solved with clear line item descriptions.
• Be explicit about units
  • If the price is “per pallet”, say so in the name/description.
• Avoid “catch-all” services
  • “Misc charge” is hard to audit. Prefer 2–5 common specific services.

One-off charges and credits (Manual adjustment)

If you need an ad-hoc, non-recurring charge (or a credit), use the Manual adjustment service code.

How to add a one-off charge

• Set a clear Description (e.g. “Skip hire”, “Extra cartons (Jan)”, “Rework: relabel batch 1042”).
• Enter the Price you want charged.
• Ensure Performed At is inside the billing month you want it applied to.

How to add a credit

• Use a clear Description (e.g. “Credit: overcharged shipments”, “Credit: service failure”).
• Enter a negative Price to create a credit (e.g. -2.95).
• Ensure Performed At is inside the billing month you want it applied to.

Why “Performed At” matters

Monthly Operations is usually based on the billing period date range.

• If Performed At falls outside the month, the line item may appear on the wrong invoice (or not appear at all in the expected period).
• If you are correcting a prior month, set Performed At in that prior month (if your accounting process allows it).

Troubleshooting

“It didn’t appear in Monthly Operations”

Check:

• The service is enabled/available for that client (if your setup has per-client toggles)
• The recorded service event has Performed At within the billing period
• You recorded it against the correct tenant/client
• The price is not 0.00 (unless a zero charge is intentional)

“We billed the wrong amount”

• Confirm whether the service is priced per unit, per job, per order, etc.
• Check if quantity/multipliers are supported and were entered correctly.
• If you need to correct an already-issued invoice, use Manual adjustment (credit + re-charge) rather than silently changing historical prices.

Related guides

• Monthly Operations / Billing
• Manual adjustments (credits)