Manage Line Items

Line items represent individual charges on a booking. Most line items are generated automatically when a booking is created or rescheduled (equipment charges, duration pricing, time slot fees, taxes, etc.), but you can also add custom line items for one-off charges like damages, special services, or manual adjustments.

Understanding line item types

Every line item has a type that determines how the system handles it:

Type	Code	Description	Can Add Manually	Can Edit	Can Remove
Duration	0	Charge based on the booking's duration.	No	No	No
Equipment	1	Charge for a specific piece of equipment.	No	No	No
Addon	2	Charge for an equipment add-on.	No	No	No
Time Slot	3	Charge specific to the selected time slot.	No	No	No
Coupon	4	Discount applied from a coupon code.	No	No	No
Gift Card	5	Payment applied from a gift card.	No	No	No
Seats	8	Per-seat charge.	No	No	No
Equipment Units	9	Per-unit equipment charge.	No	No	No
Custom	10	A custom charge you create manually.	Yes	Yes	Yes
Other	11	A miscellaneous charge.	Yes	Yes	Yes
Pricing Adjustment	12	Adjustment created by the Pricing Override feature. Represents the difference between the calculated total and the operator's desired grand total.	No	No	No
Tax	1000	Calculated tax amount.	No	No	No
Fee	1001	Calculated fee amount.	No	No	No
Write-Off	17	Forgives an amount due without changing what was sold. Active bookings only.	Yes	No	Yes
Cancellation Fee	18	A fee the customer still owes on a canceled booking. Canceled bookings only.	Yes	No	Yes
Custom 1-5	1002-1006	Additional custom charge types.	Yes	Yes	Yes
Trip Protection	1007	Trip protection premium.	No	No	No

Only Custom, Other, Custom 1-5, Write-Off, and Cancellation Fee can be added and removed through the line item management interface. System-generated line items (equipment, duration, taxes, etc.) are managed automatically and cannot be modified directly.

Viewing line items

Go to Bookings and open the booking.
The Overview tab shows all line items with their names, quantities, unit prices, and totals.

Each line item displays:

Field	Description
Name	A descriptive label for the charge.
Quantity	How many units of this charge are applied.
Price	The per-unit price.
Total	Quantity multiplied by price.
Type	The line item type (shown as a category indicator).

Adding a custom line item

Go to Bookings and open the booking.
Click the actions menu (three-dot icon) and select Manage Custom Items.
In the dialog, click Add Item.
Fill in the fields:

Field	Required	Description
Type	Yes	Choose from Custom, Other, or Custom 1-5.
Name	Yes	A descriptive name for the charge (e.g., "Late return fee", "Equipment damage", "Group discount").
Quantity	Yes	Must be at least 1.
Price	Yes	Per-unit price. Must be 0 or greater. Use `0` for informational line items.

Click Add to save the line item.

The booking's totals are recalculated automatically.

Forgiving a balance with a Write-Off

Use a Write-Off when the booking shows an amount due that the customer will never pay. The most common case: you issued a refund without checking Write off the refunded amount, so the refunded money came back as a balance due, and it turns out the refund was goodwill after all. See Issue a Refund.

Open the Manage Custom Items dialog and click Add Item.
Choose type Write-Off. The option label shows what is currently due, for example Write-Off (forgive $100.00 due).
The amount pre-fills with the full balance owed. Change it to forgive less, or click Use full balance to restore it.
Give it a name that explains the decision (e.g., "Goodwill, weather cancellation").
Click Add.

Points to know:

Enter the amount as a positive number. It is stored as a reduction, so the amount due drops by what you enter.
It reduces the amount due, not what was sold. The original line items stay on the booking, so reporting still shows what the customer booked.
It never enters the fee or tax base. Quantity and the skip fees and taxes toggle do not apply.
There must be something to forgive. With a $0.00 or negative balance the dialog blocks the item and tells you so. If the customer is owed money back, issue a refund instead.
Writing off more than is due pushes the booking into credit. The dialog warns you with the exact credit amount before you save.
It is reversible. Remove the write-off row and the amount due comes back.
Active bookings only. Canceled bookings reconcile through the cancellation write-off, so the option is not offered there.

Editing a custom line item

Open the Manage Custom Items dialog from the booking's actions menu.
Find the line item you want to edit.
Update the Quantity and/or Price fields.
Click Save.

Only editable line items (Custom, Other, Custom 1-5) show edit controls. System-generated line items cannot be modified.

Field	Validation
Quantity	Must be at least 1.
Price	Must be 0 or greater.

Removing a custom line item

Open the Manage Custom Items dialog from the booking's actions menu.
Click the Remove button next to the line item.
Confirm the removal.

The booking's totals are recalculated automatically.

Restrictions

Canceled bookings are mostly locked. You cannot add, edit, or remove ordinary line items on a canceled booking. The exception is the Cancellation Fee item, which can only be added there. See Refunds & Disputes.
Equipment and add-on line items require dedicated workflows. To change equipment charges, use the equipment management tools or change the booking's activity. To add or remove equipment, use the Manage Equipment option in the actions menu.
Negative prices are not allowed on custom line items. If you need to apply a discount or adjust the total, use the Pricing Override feature, which creates a Pricing Adjustment line item with the correct delta. Alternatively, use the promotions system (coupons or gift cards). To forgive a balance the customer will not pay, use a Write-Off instead, which is entered as a positive amount.

Tips

Use custom line items for one-off adjustments. Things like damage charges, special service fees, or courtesy credits are best handled as custom line items rather than changing the base pricing.
Custom 1-5 types help with reporting. If you have recurring custom charge categories (e.g., "fuel surcharge", "cleaning fee"), use dedicated Custom 1-5 types so you can track them separately in reports.
Check the balance after adding items. Adding a custom line item increases the booking total but does not automatically collect payment. If the customer owes more, send an invoice for the new balance.

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