Editing Chargebacks

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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The Chargeback editor lets you create the main record of a chargeback, specifying the party who will be charged for maintenance work. It also lets you specify chargeback line records, which give itemized details of the charges.

To open the Chargebacks editor, click New Chargeback or Edit in the Chargebacks section of a work order or in Work Orders | Chargebacks. The window contains the following:

Details section: Shows basic information for the record.

Work Order: The work order with which the chargeback will be associated.

Code: An identification code for this chargeback record (e.g. the invoice number that will be used when billing the client).

Billable Requestor: The person or organization being charged for this work. For more, see Billable Requestors.

Business Phone and E-mail: Read-only fields giving the requestor's phone number and e-mail address (as taken from the requestor's entry in the Contacts table).

Total Cost: A read-only field giving the total cost of the charges associated with this record. MainBoss calculates this cost by adding up the costs of all the entries in the Chargeback Activity section.

Comments: Any internal comments you want to record about this job.

Chargeback Activity section: The details of the costs that are actually being charged.

New Chargeback Line: Adds a new entry to the chargeback activity list. MainBoss will open a window where you can enter the information. For more, see Editing Chargeback Line Records.

Correct: Opens a window where you can correct an existing chargeback. This lets you make corrections to monetary values.

Edit/View: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record. You will only be able to edit the comments associated with the record; to change other information, you must use Correct.

View: Opens an editor window where you can examine the selected record.

Refresh: Updates the list to reflect recent changes.

Search: Opens a window that lets you search for a particular entry in the list.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on work orders, see Work Orders. For more on chargebacks, see Chargebacks. For more on chargeback line records, see Editing Chargeback Line Records.

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