1. In the Administration section Click "Auto Charge Profile"

2. Click "Add Auto Charge Profile"

3. Click the "Profile Description (Required)" field and Enter the desired name of the Auto Charge Profile.

4. Click "Save"

5. Click "Add Profile Auto Charges"

6. To set up miscellaneous charges that will appear on invoices:

1. Enter the Misc Description: Enter the description of the miscellaneous charge that will appear on the invoices.

2. Select Branch and Department: Choose the appropriate branch and department(s) to which these charges will be applied. This ensures the charges are allocated correctly when opening work orders

3. Percentage: Input the percentage desired that will be calculated on the total of the document.

4. Minimum and Maximum Amount: To use a flat rate amount, input the same value for both the minimum and maximum amount fields. Otherwise, use these fields to set parameters for the total calculated by the percentage entry. 

7. Select the correct sale account from the search function or enter the account number these misc charges will record the income to.

8. Click "Save"

9. Multiple auto charges can be added to one profile by following the same process.

10. Navigate to the Customers Program and locate the customer to which these charges need to be set up.

11. In the customer's profile click "Edit".

12. Click "Rates"

13. Click the "Auto Charge Profile" drop-down menu to select the correct charges for this specific customer.

14. Click "Save"

15. All customer-specified charges will appear under the miscellaneous charge section on the invoice, along with any standard departmental charges that are configured in the work order. This ensures that both custom and predefined charges are clearly displayed and properly accounted for in the billing process.