The Transaction Templates screen allows you to set up different charges for your Drivers & Vehicles.

This is useful for charging your drivers monthly or weekly rent, uniform hire, insurance or other charges.

To access this screen:

1. Click on Transaction Templates from the Settings > Drivers & Vehicles dropdown menu.
   
   

Add transaction templates

To add a new transaction template:

1. Click on the Add button on the right-hand side. 
   
2. Enter the required details (marked with an asterisk *):
   
   Description: Enter a unique description for the template.
   Type: Select if the charge will be by credit or debit (A Credit transaction will be credited to the driver or vehicle when they are processed, whereas a Debit will be an amount deducted). 
   Tax Rate: Select a tax rate if you require tax to be added on top of the charge.
   Tax Mode: Select the tax mode (Inclusive – Charged to the driver/vehicle as part of the Default Value. Exclusive – Charged to the driver/vehicle on top of the Default Value).
   Default Value: Set the value to be charged.
   Category: Select which type of charge this transaction will be.
   
   
3. Then click Create.

Note: The transaction template will need to be assigned to a Group Transaction before it can be used by drivers.