Charge Templates - Custom Charge Fields

Custom Charge Fields are a helpful tool that will allow you to add information to Charge Templates for which there isn't a designated field available.

Use of custom charge fields

Most notably, Custom fields are used if you have an export to an accounting system which usually requires a 'General Ledger' code attached to the charges, so that the information is allocated to the correct ledger in the accounting system. As by default, such a field is not available, you can create it.

Creation of custom charge fields

Navigate to menu Settings->All Settings-> Charges & Taxes->Charge custom fields-> click '+'.

Name (1): Enter a field name This name is only for the back end of the application. Allowed characters: a-z, '_', 0-9 (but not the first character). Example: 'gl_account'.

Type (2): There are several field types to choose from:

• String: Allows both alphabetical and numerical values with max 255 characters.
• Text field: The field allows the entry of text or numerical information. In addition, a value list can be defined to select from instead of typing the data every time.
• Numerical field: This field is for entering numerical values only. Here you can also define a list of allowed values to select from instead of typing them every time.
• Date: The field is for dates, as the system will open a calendar to select a date.
• Phone: The field is for phone numbers, as their format is checked by the system.
• Email: The field is for email addresses, as their format is checked by the system.
• Country: A field with a list of countries of your choosing.
• Language: A field with a list of the subscription languages.

Value list (3): You can set up a value list with pre-defined values. This way, you can select the Value in a charge template instead of typing it, which helps prevent mistakes and mismatches.

After you have created your custom charge field you will be able to add the needed information in the charge templates that need it.