This guide explains how to create and manage charge windows, which define the time periods for applying customer charges. Charges can be set up daily, weekly, or monthly.
From the left-hand menu, click on Charges, then select Charge Windows. This will display a list of all existing charge windows.
Click on +Add Charge Window to begin setting up a new charge window.
On the charge window setup screen, fill in the following fields:
Name: Give the charge window a clear name, for example, ""Weekly Storage Charge"", to help identify it.
Frequency: Choose either Day or Month from the dropdown menu.
If you select Day, you can pick specific days of the week (e.g., from Sunday to Sunday) or choose all days for daily charges.
If you select Month, a calendar will appear. Use this to select the specific days within the month when the charges should run (e.g., from the 1st to the 30th).
Once you are happy with your settings, click Save. The charge window will now be active.
A charge window is the defined time period during which charges are applied. This can be daily, weekly, or monthly.
Yes, by choosing Day in the frequency dropdown, you can select specific days of the week for charges to apply.
Yes, you can select Month as the frequency and then choose specific dates within that month for the charges to run.
You can edit or update a charge window by selecting it from the Charge Windows list and then adjusting its details.
After creating the charge window, your next step is to set up a Charge Card. This card defines the actual charges that will be applied during the specified window.