> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasybill.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Charges

> How to create, view, and manage one-time charges in the Product Catalogue

<Info>
  This page covers how to manage charges in the app. For a conceptual explanation of how charges relate to subscriptions and billing, see [How Saasybill works](/core/how-saasybill-works).
</Info>

Charges live in the **Product Catalogue** section of the sidebar alongside plans and add-ons. They are reusable one-time billing items designed for things like setup fees, data migration fees, or other non-recurring amounts.

<Info>
  Charges are one-time billing items. For recurring optional items billed at every renewal, see [Add-ons](/product-catalogue/addons).
</Info>

<Frame>
  <img src="https://mintcdn.com/saasybill/wJXpGBRIe6Dp7hJE/images/Charges-Page---Table-Screenshot.png?fit=max&auto=format&n=wJXpGBRIe6Dp7hJE&q=85&s=4b28f9b45b08392760d20c545645183b" alt="Charges Page Table Screenshot" width="1491" height="588" data-path="images/Charges-Page---Table-Screenshot.png" />
</Frame>

***

## The charges list

Click <Badge>Charges</Badge> in the sidebar to see all charges in your organisation.

### Filtering and searching

* **Search:** free text search across all charge fields
* **Sort:** order by Name or Date Created
* **Filter:** filter by Status or Category

### What each row shows

Each charge row displays:

| Column        | Description                                                                 |
| ------------- | --------------------------------------------------------------------------- |
| **Name**      | The display name of the charge. Click to open details.                      |
| **Charge ID** | The internal identifier.                                                    |
| **Price**     | The default price of the charge.                                            |
| **Status**    | <Badge color="green">Active</Badge> or <Badge color="red">Inactive</Badge>. |

Click any **Name** to open the charge's details page.

***

## Creating a charge

Click <Badge>New</Badge> in the top right to open the new charge form. Charge creation is a two-step process.

<Frame>
  <img src="https://mintcdn.com/saasybill/wJXpGBRIe6Dp7hJE/images/Charges-Page---New-Charge-Screenshot.png?fit=max&auto=format&n=wJXpGBRIe6Dp7hJE&q=85&s=5cb03d106768ca62fea472b384a12332" alt="Charges Page New Charge Screenshot" width="1029" height="831" data-path="images/Charges-Page---New-Charge-Screenshot.png" />
</Frame>

<Steps>
  <Step title="Charge details">
    | Field           | Description                                                                                                                         |
    | :-------------- | :---------------------------------------------------------------------------------------------------------------------------------- |
    | **Name**        | The customer-facing name of the charge. This appears as the line item on invoices.                                                  |
    | **Charge ID**   | A unique internal identifier for this charge.                                                                                       |
    | **Category**    | <Badge color="yellow">Optional</Badge> Grouping to organise similar charges. A new category can be created directly from this form. |
    | **Description** | A short description of what this charge covers. This appears as the item description on invoices.                                   |
    | **Status**      | All charges are created as **Active**.                                                                                              |

    Click <Badge>Next step</Badge> to continue.
  </Step>

  <Step title="Billing">
    | Field              | Description                                                                                                                 |
    | :----------------- | :-------------------------------------------------------------------------------------------------------------------------- |
    | **Currency**       | The currency this charge is priced in. Charges can only be added to subscriptions of the same currency.                     |
    | **Price**          | The default amount for this charge.                                                                                         |
    | **Price Override** | Whether the amount can be adjusted when the charge is added to a subscription. See [Price Override](#price-override) below. |

    Click <Badge>Save</Badge> to create the charge.
  </Step>
</Steps>

***

## Charge details

Click any charge's **Name** to open its details page. The details page is split into two sections:

**Charge details:** shows the name, charge ID, charge category, currency, description, and status.

**Fee details:** shows the price, price override setting, and billing frequency (shown as one-time).

<Frame>
  <img src="https://mintcdn.com/saasybill/wJXpGBRIe6Dp7hJE/images/Charges-Details-Page---Details-Screenshot.png?fit=max&auto=format&n=wJXpGBRIe6Dp7hJE&q=85&s=0384073fedd1c6fe78c1b65ec5a90be6" alt="Charges Details Page Details Screenshot" width="1483" height="979" data-path="images/Charges-Details-Page---Details-Screenshot.png" />
</Frame>

***

## Charge statuses

| Status                                        | What it means                            |
| --------------------------------------------- | ---------------------------------------- |
| <Badge color="green" size="lg">Active</Badge> | Available for use on subscriptions       |
| <Badge color="red" size="lg">Inactive</Badge> | Unavailable for new use on subscriptions |

Set a charge to **Inactive** to retire it without deleting it. Unlike plans and add-ons, there are no restrictions on when you can update the status.

***

## Price Override

The Price Override setting controls whether the charge price can be edited when it is added to a subscription.

| Setting | What happens                                           |
| ------- | ------------------------------------------------------ |
| **Off** | The charge is always billed at its saved default price |
| **On**  | The amount can be adjusted on individual subscriptions |

<Tip>
  Enable Price Override when the charge amount may vary by customer. Leave it off when the charge should always use the standard saved price.
</Tip>

***

## Editing a charge

Charges have two separate edit forms depending on what you need to change.

### Editing charge details

Click <Badge>Edit details</Badge> on the charge details page to update:

* Name
* Charge ID
* Charge Category
* Charge Description
* Status

Click **View Advanced Settings** to update:

* Currency

### Editing fee details

Click <Badge>Edit fees</Badge> to update the pricing configuration:

* Price
* Price Override

***

## Adding charges to subscriptions

Charges can be added when creating a subscription or updating an existing one. Open **Advanced Settings** on the subscription form and select charges from the **Charges** section.

<Info>
  Only charges in the same currency as the subscription are available to select.
</Info>

<Info>
  By default, any subscription discount does not apply to charges. When adding a charge, click <Icon icon="percent" /> to apply the subscription discount percentage to it. The default selected <Icon icon="ban" /> means no discount is applied. If the charge has **Price Override** enabled, the discount applies to the overridden price entered on the subscription, not the original saved price.
</Info>

See [Subscriptions](/billing-workspace/subscriptions-workspace) for full details on adding charges to subscriptions.

***

## Removing a charge from an invoice

To remove a charge that has already been added to an invoice:

1. Go to [Invoices](/billing-workspace/invoices) or open the **Invoices** section on the relevant subscription's details page.
2. Expand the invoice by clicking <Icon icon="square-chevron-right" />.
3. Find the charge line item and click <Icon icon="ellipsis-vertical" /> to show available actions.
4. Click <Badge color="red">Remove charge</Badge> to remove the charge from the invoice (requires confirmation).

<Warning>
  Removing a charge from an invoice is permanent and cannot be undone.
</Warning>

***

## Bulk actions

Select multiple charges in the list by clicking the <Icon icon="square" /> of each charge to:

* **Bulk Edit:** update the name, category, description, or status across multiple charges at once
* **Bulk Delete:** permanently remove multiple charges (requires confirmation)

<Info>
  When bulk editing, leave a field blank to leave that value unchanged for the selected charges.
</Info>

***

## Deleting a charge

From the charge's details page, click <Badge color="red">Delete charge</Badge> to remove it. A confirmation dialog appears before the action completes.
