The Consignly Automations feature allows you to run tasks. One of these tasks which can be performed on a cycle is an ad-hoc charge.
If you want to raise a storage charge, begin by creating a new automation. Enter a name for the automation, then decide the recurrence type. This can be weekly or monthly. If weekly, select the day or days of the week you would like charges raised on. If monthly, select the month or months, and the day of the month you would like charges raised on. You will also be required to specify the time-of-day charges are raised.
Next, select the client partner or partners you would like these charges to be raised for.
Now, add the task. For a fixed storage space charge, choose ad-hoc transaction. Name the transaction and select what day you would like the charges to begin from. The particulars may be filled out with the client partner code - this will show on the transaction. Enter the amount you would like to charge. Select Create Charge once the necessary information has been filled out.
An example of an Automation for raising an Adhoc Transaction
Once you create the task and activate the automation, the task will run.
If you want to raise a charge as a one-off event, this can be done by running the automation manually. Select 'runs' then select 'run now' to raise the charge. This will raise the charge as a singular event.