We have some fantastic news for you - Charges V2 going live a little later
You can watch the recording from last week’s high level demonstration here
Some highlights are as follows:
Firm Settings - you have the ability to enter a unique invoice number / charge identifier format which will displayed against charge schedules, expectations and on reports. For more information please visit our support documentation. Note - Updating this template will only apply to new charges.
Charge Schedules - there are many additional fields to aid you with creating a new charge schedule:
Charge Types
- Fixed Amount
- Percentage of plan value - current plan value will be shown
- Percentage of premium - ability to select the appropriate One-off or Adhoc premiums.
VAT - where VAT is applicable then you will see net / gross / VAT percentage and VAT amounts.
Where a charge is Percentage of plan value and ongoing you can now just enter the annual percentage and the frequency of calculation rather than having to calculate the %
Recurring charges - the expected net / gross and VAT amounts will be displayed.
For more information please visit our support documentation.
Charges Import - Additional fields added. For more information please visit our support documentation.
Many other support articles have also been updated to reflect screen changes and there will be many more during the following weeks.
Enjoy!
Lysa and the team at Plannr
