You might want to create a booking for miscellaneous items such as leaflets, artwork creation costs etc.
The first step is to set up a miscellaneous item so that you can access it in the bookings area later.
To do this, go to Settings > Under Publications & Bookings select Miscellaneous Sales Items.
- Miscellaneous Item Name
- Description (optional)
- Default Price (optional)
- Account Code (REQUIRED IF YOU USE ACCOUNT CODES WITH YOUR ACCOUNTS PACKAGE)
- Inventory Code (optional if you use inventory codes with your accounts package)
- Whether VAT Exempt
- Whether to include in Publication Total.
- Web Listing (optional)
- Make sure the enabled box is ticked (checked)
Creating a booking for a miscellaneous item
Miscellaneous bookings must be created on a client.
Select a client, and on the bookings tab, click on Miscellaneous, and then click the green Add New Booking tab in the top-right of the screen.
You now are able to enter the details of your miscellaneous booking. In the "Type" column, choose from the drop-down list one of the miscellaneous items you created in the first step above.
Select a month under "Invoice In", and enter the price.
You can choose whether to associate this booking with a particular publication and issue.
Important: Keep the text in the Description field to under 200 characters. Otherwise you will be unable to generate the report from the bookings screen.
Finally, click Save Booking.
Q: Where can I find my miscellaneous bookings?
Go to the Bookings screen (click on Bookings in the top menu) and you will see a list of your Publications on the left hand side.
If your miscellaneous item has NOT been assigned to a publication, it will appear under "Miscellaneous".
If it has been assigned to a publication, it will appear with that Publication.
TIP: Use the Search box on the booking screen to easily locate your type of miscellaneous booking.
NOTE: You can also find a report listing all miscellaneous items by going to Reports and in the Bookings section, selecting Miscellaneous Bookings.