Manage Line Items
How to add, edit, and remove custom charges on a booking in Resytech.
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 |
| Custom 1-5 | 1002-1006 | Additional custom charge types. | Yes | Yes | Yes |
| Trip Protection | 1007 | Trip protection premium. | No | No | No |
Only Custom, Other, and Custom 1-5 types can be added, edited, 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.
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 cannot be modified. You cannot add, edit, or remove line items on a canceled booking.
- 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).
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.