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How to Create Charges (Line Items) on a Job
How to Create Charges (Line Items) on a Job

Once a job has been created, charges can be added to it using this guide

Kason McCaskill avatar
Written by Kason McCaskill
Updated over a week ago

How to Create Charges (Line Items) on a Job with Base

Quickly Quote and Manage Charges Like a Pro:

Efficiency and speed are key in business. With Base, you can quickly create charges and quotes for clients without sacrificing accuracy or detail.

Step-by-Step Guide: Crafting Charges on a Job

1. Head to the Job's Details:

Start by navigating to your desired job's details. Every job in Base is equipped with a set of tools for management.


2. Go to Transactions:

Within the job details, look for the Transactions tab. Here lies the key to your financial adjustments - the Charges section.


3. Initiate a New Charge:

Choose the Add New button, either located at the top or the bottom of the Charges table. This is your doorway to adding new charges seamlessly.


4. Fill in the Charge Details:

A form will appear prompting you to add:

  • Charge Code: This auto-pulls default rates, ensuring speed.

  • Description: Elaborate on the charge for clarity.

  • Quantity & Unit Amount: Define the scope of the charge.

  • Total Amount: Auto-calculated based on quantity and unit amount.

  • Currency: Ensure it aligns with your client's billing needs.

  • Billing Backup: An optional file to upload against your billable line.


5. Submit or Edit:

Once satisfied, hit the Add Transaction button. Your charge will now be reflected in the table. Each charge allows for modifications via Edit or can be made inactive through the Archive option.


6. Do Something With the Charge:

Beside each charge is the Arrow icon, presenting options such as Create Billing Backup or Create a Related Expense, further amplifying the charge's utility.


Understanding Charges in Base:

Base charges function like line items, helping to define job costs or pricing. They encompass services, products, and any other expenses for accurate job calculations. Before proceeding, make sure:

  • Tax Rates: Properly set for accurate billing.

  • Chart of Accounts: Defined for systematic accounting.

  • Charge Codes: Ready for quick charge creations.

When it comes to serving clients, a well-structured and accessible charge system can make all the difference. With Base's intuitive design, creating, managing, and relating charges to various facets of your job becomes a breeze. Dive deeper and harness the full power of Base.

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