CENTRECHARGE KNOWLEDGE BASE

+7
191 articles in this collection
Written by Teresa Chvojka, Chad Knapman, and Jessica Laperle and 7 others
Bill Run & Invoicing

How do I get a list of all contract services for billing in CentreCharge ?

Listing Contract Services for the CentreCharge Billing Process
Written by Jessica Laperle
Updated over a week ago

How to amend the order of product groups on CentreCharge invoices

Manage Product Group Order on CentreCharge Invoices
Written by Jessica Laperle
Updated over a week ago

Logging an Ad hoc Charge to an account in CentreCharge

Adding an Ad hoc Chard to a CentreCharge Account
Written by Jessica Laperle
Updated over a week ago

How is the Estimated Total for a Batch Sheet calculated in CentreCharge?

How CentreCharge Calculates Estimated Batch Sheet Totals
Written by Jessica Laperle
Updated over a week ago

Running a Pre-Bill Run Report in CentreCharge (video help article)

How to Run a Pre Bill Run Report in CentreCharge
Written by Jessica Laperle
Updated over a week ago

How do I do a Bill Run in CentreCharge?

The Bill Run Process in CentreCharge
Written by Jessica Laperle
Updated over a week ago

CentreCharge Bill Run Process for Separate Bill Runs for Recurring and Adhoc

Doing Separate Bill Runs for Recurring and Ad-hoc Charges in CentreCharge
Written by Jessica Laperle
Updated over a week ago

CentreCharge Batch Sheets have not transferred during Bill Run

Troubleshooting the Bill Run Process in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Allow a user access to create Instant Invoices in CentreCharge

Managing Invoice Creation User Access in CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to enable advanced billing in CentreCharge

Enabling Advanced Billing in CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to apply an auto-invoice date preference in CentreCharge

Managing Auto Invoice Dates in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Discontinued clients are showing in the CentreCharge POS

Troubleshooting CentreCharge Billing
Written by Jessica Laperle
Updated over a week ago

What do I do if my Sage Export to CentreCharge does not complete?

Troubleshooting Sage Exports to CentreCharge
Written by Jessica Laperle
Updated over a week ago

Why my invoices for a specific CentreCharge account are not including an Itemised bill?

Troubleshooting CentreCharge Itemised Billing
Written by Jessica Laperle
Updated over a week ago

CentreCharge Bill Run has produced an Invoice for the wrong Site

Troubleshooting CentreCharge Bill Run
Written by Jessica Laperle
Updated over a week ago

How to invoice a client at multiple sites using CentreCharge?

Invoice Clients for Multiple Sites Using CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to adjust the tax rate in CentreCharge

Set Tax Rates in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Items are not bundling on a CentreCharge Invoice

Troubleshooting CentreCharge Billing
Written by Jessica Laperle
Updated over a week ago

Clients' invoices not being pulled through during the CentreCharge bill-run

Troubleshooting CentreCharge Bill Run
Written by Jessica Laperle
Updated over a week ago

How to add a credit to an invoice in CentreCharge

Use CentreCharge to Add Credit to an Invoice
Written by Jessica Laperle
Updated over a week ago

CentreCharge Invoice emails are being sent twice, one without invoice attached

Troubleshooting CentreCharge Invoice Emails
Written by Jessica Laperle
Updated over a week ago
Member Portal (Cassieinthecloud)

Getting Started with Cassieinthecloud

Cassieinthecloud Getting Started Guide
Written by Jessica Laperle
Updated over a week ago

Setting up your social media settings - CassieInTheCloud

CassieInTheCloud Social Media Setup
Written by Jessica Laperle
Updated over a week ago

Adding CentreCharge Contacts to Cassieinthecloud

Adding CentreCharge Contacts to Cassieinthecloud
Written by Jessica Laperle
Updated over a week ago

Managing username and passwords for the CassieInTheCloud Portal from CentreCharge

CassieInTheCloud Portal User Management Guide
Written by Jessica Laperle
Updated over a week ago

How to prevent client contracts from showing on the CassieInTheCloud portal?

Hide Client Contracts on the CassieInTheCloud Portal
Written by Jessica Laperle
Updated over a week ago

How do Promo codes in the Cassieinthecloud Portal work?

Using Promo Codes within CassieInTheCloud
Written by Jessica Laperle
Updated over a week ago

How to turn on your calendar view in Cassieinthecloud portal

Enabling the Calendar View for CassieInTheCloud
Written by Jessica Laperle
Updated over a week ago

CassieInTheCloud Payment failed – Non-Secure Site Portal

Troubleshooting Payment Issues in CassieInTheCloud
Written by Jessica Laperle
Updated over a week ago

How to change the live GoCardless details in CassieintheCloud

Managing GoCardless in CassieInTheCloud
Written by Jessica Laperle
Updated over a week ago

Unable to view invoices on the CassieInTheCloud portal

Troubleshooting the CassieInTheCloud Portal
Written by Jessica Laperle
Updated over a week ago
Financial Exports

Exporting from CentreCharge to Xero

Xero - How to export your data from CentreCharge
Written by Nathan Barratt
Updated over a week ago

Xero - How to export your data from CentreCharge Compatible Sage Versions

Export Your CentreCharge Transactions to Different Versions of Sage
Written by James Yorston
Updated over a week ago

How to conduct a Sage 50 Accounts export from CentreCharge - Best Practice

Exporting from CentreCharge to Sage 50
Written by Jessica Laperle
Updated over a week ago

Quickbooks Accounting: Setup within CentreCharge

Setup CentreCharge for Quickbooks Exports
Written by Jessica Laperle
Updated over a week ago

Quickbooks Pro (Desktop) CentreCharge Financial Export for Payments

Exporting from CentreCharge to Quickbooks Pro
Written by Jessica Laperle
Updated over a week ago

Quickbooks Pro (Desktop) CentreCharge Financial Export for Invoices and Credit Notes

Exporting from CentreCharge to Quickbooks Pro
Written by Jessica Laperle
Updated over a week ago

CentreCharge Export to QuickBooks Error report - invalid reference to QuickBooks Item

Troubleshooting the CentreCharge to Quickbooks Export
Written by Jessica Laperle
Updated over a week ago

CentreCharge to MYOB Export for Invoices and Credit Notes

CentreCharge to MYOB Export
Written by Jessica Laperle
Updated over a week ago

MYOB Payments Export Process

CentreCharge to MYOB Payments Export
Written by Jessica Laperle
Updated over a week ago

CentreCharge to Twinfield Financial Export

Exporting from CentreCharge to Twinfield
Written by Jessica Laperle
Updated over a week ago

CentreCharge to FACTS Invoice Export

Exporting from CentreCharge to FACTS
Written by Jessica Laperle
Updated over a week ago

CentreCharge-Propman Import

This article explains how to conduct the end of month financial export from CentreCharge to Propman
Written by Jessica Laperle
Updated over a week ago

CentreCharge Standard XML output

Written by Jessica Laperle
Updated over a week ago

Exporting Invoices & Credit Notes from CentreCharge to Sage 50

CentreCharge to Sage 50 Invoice and Credit Notes Export
Written by Jessica Laperle
Updated over a week ago

CentreCharge to Sage Financial Export has not worked properly

Troubleshooting CentreCharge to Sage Exports
Written by Jessica Laperle
Updated over a week ago

How to disable the automatic DD referencing in CentreCharge

Disabling DD Referencing in CentreCharge
Written by Jessica Laperle
Updated over a week ago

CentreCharge: VT Transaction + Export for Invoices and Credit Notes

CentreCharge to VT Exports
Written by Jessica Laperle
Updated over a week ago

Invoices exported from CentreCharge to Sage under the wrong account

Troubleshoot CentreCharge to Sage Exports
Written by Jessica Laperle
Updated over a week ago

CentreCharge to Exact Accounting Import (video help article)

This video shows how to export from CentreCharge to Exact
Written by Jessica Laperle
Updated over a week ago

Unable to connect to Sage via CentreCharge – Invalid Permissions

Troubleshoot CentreCharge to Sage Export
Written by Jessica Laperle
Updated over a week ago

Unable to export from CentreCharge to Sage 200

Troubleshoot CentreCharge to Sage 200 Export
Written by Jessica Laperle
Updated over a week ago

CentreCharge-Xero Financial Export for Invoices and Credit Notes

Exporting Invoices and Credit Notes from CentreCharge to Xero
Written by Jessica Laperle
Updated over a week ago

Xero Accounting: Setup within CentreCharge

Setup Xero for CentreCharge
Written by Jessica Laperle
Updated over a week ago

CentreCharge-Exact Online Export

CentreCharge-Exact Online Export
Written by Jessica Laperle
Updated over a week ago

Error when trying to export financial data from CentreCharge to Propman

Troubleshoot the CentreCharge to Propman Export
Written by Jessica Laperle
Updated over a week ago
leadDADI

leadDADI Setup Guide for CentreCharge

Setting Up leadDADI within CentreCharge
Written by Nathan Barratt
Updated over a week ago

leadDADI Setup Process for Agents

A guide for Agents or Brokers who want to integrate with Operate LeadDADI
Written by Jessica Laperle
Updated over a week ago

How to check your Leads Schedule within CentreCharge

Checking Your Lead Schedule in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Automatically forward emails from a Gmail account to your leadDADI email account using CentreCharge

Use CentreCharge to Forward Emails from Gmail to Your leadDADI Account
Written by Jessica Laperle
Updated over a week ago

Automatically forward emails from an Outlook account to your leadDADI email account using CentreCharge

Use CentreCharge to Forward Emails from Outlook to Your leadDADI Account
Written by Jessica Laperle
Updated over a week ago

Leads have stopped coming through to CentreCharge

Troubleshoot CentreCharge Leads
Written by Jessica Laperle
Updated over a week ago

leadDADI is not pulling any leads through to CentreCharge

Troubleshoot CentreCharge leadDADI Leads
Written by Jessica Laperle
Updated over a week ago

Not receiving leads in CentreCharge using Microsoft 365

Troubleshooting CentreCharge Leads from Microsoft 365
Written by Jessica Laperle
Updated over a week ago

I am not receiving all my leads through to CentreCharge from my Gmail account

Troubleshoot CentreCharge Leads from Gmail
Written by Jessica Laperle
Updated over a week ago
Licences

Create a new Licence Agreement in CentreCharge

This video shows how to create a new Licence Agreement in CentreCharge
Written by Michael Guest
Updated over a week ago

Add a new licence to an exisitng customer in CentreCharge

This video shows how to add a new licence to an existing CentreCharge customer
Written by Michael Guest
Updated over a week ago

How to attach a licence agreement to a licence in CentreCharge

Attaching an Agreement to a CentreCharge Licence
Written by Jessica Laperle
Updated over a week ago

Assigning Members to a Licence in CentreCharge

This article explains how to assign members to a CentreCharge licence
Written by Jessica Laperle
Updated over a week ago

Renewing a licence agreement in CentreCharge

How to renew CentreCharge licences
Written by Michael Guest
Updated over a week ago

How to merge accounts together in CentreCharge

Merging accounts in CentreCharge
Written by Jessica Laperle
Updated over a week ago

When a CentreCharge licence is still active and should be terminated

Terminating an active CentreCharge licence
Written by Jessica Laperle
Updated over a week ago

CentreCharge: Client is still being billed after Licence End Date - how do I stop this happening?

Troubleshoot CentreCharge billing clients after licence termination
Written by Jessica Laperle
Updated over a week ago

Auto-renewals not working in CentreCharge

Troubleshoot CentreCharge licence auto renewals
Written by Jessica Laperle
Updated over a week ago

How do I set up my CentreCharge licences to bill on Cross Quarter days?

Setting up cross quarter days billing in CentreCharge
Written by Nathan Barratt
Updated over a week ago

Transfering a CentreCharge licence when a client moves offices

This video shows how to transfer a CentreCharge licence when the client moves office
Written by Michael Guest
Updated over a week ago

Transferring a CentreCharge licence from one site to another

This video shows how to transfer a CentreCharge licence when the client moves from one site to another
Written by Michael Guest
Updated over a week ago

CentreCharge Licences have not auto-renewed

Troubleshoot CentreCharge Automatic Licence Renewal
Written by Jessica Laperle
Updated over a week ago

Unit not showing available on CentreCharge licence

Troubleshoot Licences in CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to bundle items together in CentreCharge

This article explains how to bundle products together in CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to set-up quarterly billing in CentreCharge

This article explains how to set up quarterly billing in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Setting Notice Given Date before Licence Termination in CentreCharge

This article explains how to set a notice given date before terminating a licence in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Error when trying to email a Proforma Invoice to a client in CentreCharge

This article explains how to troubleshoot errors occurring when trying to email a Proforma invoice to a client in CentreCharge
Written by Jessica Laperle
Updated over a week ago

CentreCharge: Why is VAT being added when the client is VAT-Tax exempt?

Troubleshooting VAT in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Why can’t I amend the additional deposit on an item in CentreCharge?

Troubleshoot deposits in CentreCharge
Written by Nathan Barratt
Updated over a week ago

Not able to transfer licences in CentreCharge

Troubleshoot CentreCharge Licence Transfers
Written by Jessica Laperle
Updated over a week ago
Meeting rooms

How to set up a new meeting room in CentreCharge

This video shows you how to set up a new meeting room in CentreCharge
Written by Michael Guest
Updated over a week ago

Make a booking for a new client in CentreCharge

Making a Booking for a new client in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Managing meeting room bookings and meeting room enquiries in CentreCharge

This video shows you how to manage meeting room bookings and enquiries in CentreCharge
Written by Michael Guest
Updated over a week ago

When a booking appears in an unusual colour within CentreCharge

Troubleshoot booking statuses in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Notifications not appearing on CentreCharge meeting rooms

Troubleshoot Meeting Room Notifications in CentreCharge
Written by Jessica Laperle
Updated over a week ago

I want to cancel a reservation but it has been invoiced in CentreCharge

How to Cancel an Invoice Booking in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Remove a booking after it has been invoiced in CentreCharge

This video explains how to remove a booking once it has been invoiced in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Outlook view for Meeting room bookings in CentreCharge

This video outlines the Outlook based meeting room view in CentreCharge released in 2012.
Written by Jessica Laperle
Updated over a week ago

How to set up meeting room discounts or allowances in CentreCharge

This video explains how to set up meeting room discounts in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Meeting room prices not calculating correctly in CentreCharge

This article explains how to troubleshoot meeting room booking calculations within CentreCharge
Written by Nathan Barratt
Updated over a week ago

How to view all meeting rooms in CentreCharge

Viewing all meeting rooms in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Discount not applied to meeting rooms in CentreCharge

Troubleshooting meeting room discounts in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Why are my meeting room rates doubling in CentreCharge?

Troubleshotting meeting rooms doubling in CentreCharge
Written by James Yorston
Updated over a week ago

Meeting Room Cancellations with allowances in CentreCharge

Managing Meeting Room Cancellations with Allowances in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Cancellation Policy not applying to a CentreCharge booking

Troubleshooting Booking Cancellation Policies in CentreCharge
Written by James Yorston
Updated over a week ago

Meeting Packages in CentreCharge

Managing Meeting Packages using CentreCharge
Written by Jessica Laperle
Updated over a week ago
Payments and Sales Ledger

Printing Receipts from Payments in the CentreCharge Sales Ledger

This article explains how to print receipts from payments in the CentreCharge Sales Ledger
Written by Jessica Laperle
Updated over a week ago

Adding a Payment in CentreCharge

This video shows how to add a payment in CentreCharge
Written by Jessica Laperle
Updated over a week ago

Adding Journal Credits & Debits on the CentreCharge Sales Ledger

This article explains how to add Journal Entries to the CentreCharge Sales Ledger
Written by Jessica Laperle
Updated over a week ago

How do I report on Journal Debits and Credits in CentreCharge ?

Reporting on CentreCharge Sales Ledger Journal Entries
Written by Jessica Laperle
Updated over a week ago

How to add a new Nominal Code to CentreCharge

This article explains how to add a new nominal code to CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to report on journal debits, credits and retainer postings in CentreCharge?

This article explains how to report on journal entries in CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to enter old balances on sales accounts into CentreCharge

This article explains how to enter old balances into the CentreCharge Sales Ledger
Written by Jessica Laperle
Updated over a week ago

Offsetting a credit note against an invoice in CentreCharge

This video explains how to allocate or offset a credit note against an invoice in the Sales Ledger
Written by Jessica Laperle
Updated over a week ago

How to Export Payments from CentreCharge to Sage 50

This article explains how to export payments from CentreCharge to Sage 50.
Written by Jessica Laperle
Updated over a week ago

Editing and Creating Payment Terms and Types in CentreCharge (video help article)

This video shows how to edit and create payment terms and types within CentreCharge
Written by Jessica Laperle
Updated over a week ago

How to delete a Payment in CentreCharge

This article explains how to delete a payment within CentreCharge
Written by Jessica Laperle
Updated over a week ago

CentreCharge Sales Ledger Journals

Managing Sales Ledger Journals within CentreCharge
Written by Jessica Laperle
Updated over a week ago

Why does my invoice not appear in the CentreCharge Sales Ledger?

Troubleshooting invoices not displaying in the CentreCharge Sales Ledger
Written by Jessica Laperle
Updated over a week ago