Hello @ivansyf
You need to create an account for service charges. We’ll track how much servicing amount we’ve applied through this account.
Create an account transaction template. When a servicing amount calculates it creates an account transaction with this template.
Create a new Calculation Type and map it the the Account Transaction you’ve just created. I’ve configured it as %5 from ticket total. You can change calculation method on this screen as you need.
Create a new Calculation Selector. Calculation Selectors are useful to display buttons like we do for discounts. But if you leave button header setting empty it automatically adds that calculation to every ticket as you’ve configured on mappings page. If you enter a button header it displays a button on payments screen so you can define a servicing amount manually. This is just a shortcut. If you need another logic (for example “different servicing amount by customer type”) instead of creating a calculation selector you can use “Update Ticket Calculation” action.
Finally you’ll map calculation selector to a ticket type, user role and department.
This configuration adds %5 Servicing amount to all tickets.
I can track total Servicing Amount from accounts screen.
…and WP Report also displays that.
