Overview 

This guide explains how to edit, archive, or delete added Custom Charges from a supported transaction in Moon Invoice.

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Step-By-Step-Instructions

Step 1: Open the Transaction

• Navigate to the required Sales or Purchase transaction, such as an Invoice.
• Open an existing transaction or create a new transaction.

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Step 2: Open Custom Charges

• Find Add Custom Charges in the transaction.
• Click Add Custom Charges.

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Step 3: Manage Custom Charges

• Select the Custom Charge you want to manage.
• Click on the three dots (⋮) in the Action column.
• For a Custom Charge that is not applied to any transaction, the following options are available:
  • Edit
  • Archive
  • Delete
• For a Custom Charge that is already applied to any transaction, only the Archive option is available.

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Step 4: Save the Changes

• Click Save.

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Important Notes

• Custom Charges must be enabled in App Settings.
• Make sure the correct transaction and Custom Charges are selected before managing the charge.
• Edit and Delete are available only for Custom Charges that have not been applied to any transaction.
• A Custom Charge that has already been applied to a transaction can only be Archived.

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Expected Result

The selected Custom Charge is successfully edited, archived, or deleted based on whether it has been applied to a transaction.