Clearmargin

Manage Charges

Create charge catalog items, optionally with recipe/BOM costing.

Steps

  1. 1Go to "Charges" in the sidebar /dashboard/charges.
  2. 2Click "New Charge" to add a revenue catalog item.
  3. 3Set name, default rate, unit (flat/hour/each), and tax category.
  4. 4Optionally click "Add Recipe" to open the recipe editor for product costing.
  5. 5In the recipe editor: add material components with quantity, unit cost, and markup.
  6. 6Choose pricing mode: manual (you set the price) or calculated (auto from markup rules).

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