Return charge types
Open Settings → Rental Return Charge Types in Thermal →
What it's for
Return charge types is where you define the reusable fee and credit templates assessed when rental equipment comes back — cleaning, damage, freight, or a credit for early return. It sits next to Rentals, which links here, and feeds every rental's return-charge assessment step.
Reach it from Settings → Rentals, via the Manage return charge types
button, at /settings/rental-return-charge-types.
Tabs
This screen has no tabs. It's a single table with an add/edit dialog.
Panels and controls
Return charge types
A note above the table sets the rule for the whole screen: "Defaults are copied into an assessed return charge; later edits do not change history." — editing a charge type here only affects rentals returned after the edit.
Add charge type opens the dialog described below. The table columns are Name, Kind (Fee or Credit), Default (quantity × default unit price), and Actions — Edit reopens the dialog pre-filled, Remove deletes it with a confirmation: "Existing assessed charges keep their frozen details."
When there are no charge types yet, the screen shows "No return charge types" with its own Add charge type button.
Add / edit charge type dialog
Name, Kind (Fee or Credit), Default amount, and Default quantity. The hint under Default amount spells out the sign rule: "Fees are zero or positive; credits are zero or negative."
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Name | Free text, up to 120 characters | Yes | "Name is required and must be 120 characters or fewer." |
| Kind | Fee or Credit | Yes | "Choose a valid return charge kind." |
| Default amount | Dollars | Yes | "Enter a valid dollar amount."; "Fee defaults cannot be negative." for a Fee; "Credit defaults cannot be positive." for a Credit |
| Default quantity | A number greater than zero | Yes | "Enter a quantity greater than zero." |
Editing or removing a row that's already gone (deleted elsewhere in the meantime) returns "Return charge type not found." Submitting an edit or delete with no id returns "Return charge type is required."
How to configure it
- A charge type defined here is only a template — the amount and quantity are copied onto the actual return charge at the moment it's assessed. Changing a charge type's default afterward never rewrites a charge already assessed.
- This screen requires the Rentals capability to be on for your org (set on Rentals); without it, the page isn't reachable.
- Use Fee types for anything you charge the customer on return (cleaning, damage, freight) and Credit types for anything you owe back — the sign rule on the amount field enforces that split.
Who can see it
- Owners and office managers can open Settings → Return charge types and manage every row on it, provided the org has the Rentals capability enabled.
- Dispatchers and technicians cannot reach Settings at all.
The full role matrix is on Roles & permissions.