Add a Boat Charge to a Confirmed Reservation

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If you need to charge a Boater for items outside of dockage and electric, you will need to add a Boat Charge to the reservation. For more information on what Boat Charges are check out this article: Getting Started with Boat Charges

To add a Boat Charge to a reservation, follow the steps below:  

  1. Navigate to the Reservation
  2. Choose the Boat Charges tab above the Scheduled Payments Section
    • Click the "Add Boat Charge" button found in the Boat Charges tab 
    • Click "Create New Item" link or select an existing item from the drop down menu (to create a new Boat Charge, find instructions here: Creating new Boat Charge Items)
    • Select when you want to bill the customer for the boat charge (at check out or immediately)
    • Verify the Quantity, Tax Rate, and Unit Price
    • Finally, Click "Add Boat Charge" to save it to the reservation

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Once added, the Boat Charge will be updated into the scheduled payments section as an addition to an existing invoice or added as a new invoice of its own. You can see more detail about the invoices by clicking into the transaction listed in the scheduled payments section.
For more information on transactions: Transaction and Line Item History on a Boater's Reservation

 

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