The module marina office staff use to add fees to boater accounts, apply surcharges and discounts, and track payment and invoicing status for every charge.

1. What are Charges & Pricing Adjustments?

Charges are the individual fee line items that make up what a boater owes at your marina. You create them for berth stays, utilities, services, and any other fees. Once charges are on an account, you can apply price modifiers to add surcharges or discounts before sending a payment request or adding the charge to an invoice. The Price Modifiers page in Settings is where you create and manage the reusable surcharge and discount rules your team can apply when adding charges.

2. How to Access It

  1. In the left navigation, expand Accounts, then select Customers.
  2. Open a customer record.
  3. Select Billing Overview to open the account's billing hub, which summarizes the relationship, account position, and anything needing attention, alongside sections for Invoices, Payments, Quotes, Refunds, and Credit Notes. From there, select Billing Entries to view the full charges list, or open the Request Payment dropdown and select Add Charge to create a new charge directly.
  4. To manage reusable pricing rules, go to Marina Settings, then select Price Modifiers.

3. Key Screens and Layout

Screen / Area What you use it for Typical daily tasks
Charges list (All Entries tab) Review all charges and credits on an account. The sub-filters All, Charges, and Credits let you narrow the view. Check the full billing history for a customer or booking.
Payment not requested tab Find charges where no payment request has been sent yet. Identify charges that need a payment request.
Payment requested tab View charges where a payment request has been sent to the boater. Follow up on outstanding payment requests.
Paid tab View charges that have been successfully paid. The Paid on column shows the payment date. Confirm received payments.
Not invoiced tab Find charges that have not yet been added to an invoice. Gather charges to include in an upcoming invoice.
Invoiced tab View charges that have been added to an invoice. Verify that all charges have been invoiced correctly.
Charge form Add a new charge or edit an existing one. Set the service, dates, boat, pricing, tax, and notes. Add a berth fee, electricity charge, or other service to an account.
Price Adjustments section Apply surcharges or discounts to a charge. Shows each adjustment with its name, type, value, and effect on the net amount. Apply a seasonal discount or surcharge before requesting payment.
Price Modifiers list Manage the reusable pricing rules available across charges and quotes. Create, edit, activate, or deactivate price modifiers.
Price Modifier form Create or update a reusable surcharge or discount rule. Set up a new seasonal surcharge with a fixed or percentage value.

4. Key Features

Feature What it does
Add Charge Creates a new charge on a customer, booking, or contract account.
Add Reversal Credit Creates a credit entry to reverse a previous charge on the customer's account. This is the same underlying credit record used by the "Add Credit" action on an invoice (see Invoices & Invoice Settings). A reversal credit created here is a standalone credit until it is grouped into a formal Credit Note document.
Edit charge Updates the service, dates, price, description, or notes on an existing charge.
Delete charge Removes a charge. Not available on charges that are paid, invoiced, credited, or linked to a payment request.
Tab filtering Shows charges filtered by their payment or invoicing status.
All Entries sub-filters Narrows the All Entries view to Charges only or Credits only.
Item Links the charge to a berth, service, or utility from your marina's service list. Favourites appear at the top of the list.
Boat selector Optionally links the charge to a specific boat on the account.
Provided on / Ended on Sets the start date and end date for the service being charged. The system uses these dates to calculate pricing automatically where applicable.
Description (client facing) Adds a description the boater will see on their payment request or invoice.
Notes (internal) Adds internal notes visible only to marina staff. This field stays editable even on locked charges.
Unit Type Sets how the charge is measured. Options are Hour, Night, Day, Week, Month, Year, Meter, Liter, Cubic Meter, Kilogram, Kilowatt Hour, and Service.
Quantity Sets the number of units included in the charge.
Unit Price without Tax Sets the per-unit price before tax is applied.
Total Price without Tax Sets the total net price. The system recalculates the unit price automatically.
Total Price with Tax Sets the gross total including tax. The system recalculates the net price automatically.
Boat length (LOA) Enters the boat's length so the system can calculate length-based pricing where the service requires it.
Price Adjustments Applies one or more pricing rules to a charge. The Adjusted Net amount updates immediately.
Select modifier Picks a saved price modifier from the dropdown, then applies it to the charge with the Apply button.
Remove adjustment Removes a pricing adjustment from a charge. Not available once the charge is invoiced or linked to a payment.
Tax rate Shows the applicable tax rate for the charge.
Override Lets you set a specific VAT rate on a charge instead of the default.
Reset to default Removes the tax override and returns the charge to its default tax rate.
New Price Modifier Creates a reusable pricing rule available for use across charges and quotes.
Edit (Price Modifier) Updates a price modifier's name, type, behavior, or value. Changes do not affect existing adjustments.
Activate Makes a deactivated price modifier available again for new charges and quotes.
Deactivate Removes a price modifier from the selection list. Existing adjustments on charges and quotes are not affected.

5. Statuses and What They Mean

Status / Badge Meaning What you should do next
Payment not requested No payment request has been sent for this charge. Send a payment request when the charge is ready.
Payment requested A payment request has been sent to the boater. Wait for payment or follow up with the boater.
Paid The charge has been successfully paid. No action required. Check the Paid on date if reconciling accounts.
Partially Paid (badge) Part of this charge's value has been paid, through a partially paid invoice. Follow up with the boater for the remaining balance.
Not invoiced The charge has not been added to any invoice. Add it to an invoice when you are ready to bill the account.
Invoiced The charge is included in an invoice. No further billing action needed unless the invoice is cancelled and reissued.
Adjusted A pricing adjustment has been applied to this charge. The net amount shown reflects the adjustment. Open the charge and review the Price Adjustments section to see the full breakdown.
[CR] (credit badge) The entry is a credit rather than a charge. Credits reduce the customer's balance. No action needed unless the credit was applied in error.
Active (Price Modifiers) This price modifier is available for selection when adding charges and quotes. No action needed.
Inactive (Price Modifiers) This price modifier has been deactivated and will not appear in the selection list for new charges. Select Activate if you need to use it again.