---
title: "Ad Hoc Transactions and Charges"
url: "https://epona-support.ardex.tech/en/article/add-transaction"
language: "en"
last_updated: "2026-09-18T07:00:12.954Z"
---

# Ad Hoc Transactions and Charges

Add a 'once only' financial transaction to a horse or contact

Procedures will create financial transactions automatically if there is a charge amount entered. Horse movements will also generate transactions automatically so long as the horse has daily charge rate set (for Agistment or Training).  
 

![](https://cdn-assets.productfruits.com/4465a11b-f94d-485b-adca-de61ebe70b74)

  
If there is a one-off transaction that needs to be added to a horse or contact that does not relate to a procedure or a daily charge, then this charge can be created via the **Add Transaction** option in the Transactions screen.  
 

Transactions can be added via

-   [Horses List - More (add Transaction)](https://epona.productfruits.help/en/article/more-menu-in-horses)
-   [Horse Profile - Transactions tab](https://epona.productfruits.help/en/article/horse-transactions)
-   [Financials -Transactions screen](https://epona.productfruits.help/en/article/transactions)  
     

The **Ad Hoc Transaction** slide-over lets you manually create custom transactions that are not automatically generated by procedures or movements. This is useful when you need to charge something specific — like a one off service/product, non-horse-related fee or group add daily charges.

![](https://cdn-assets.productfruits.com/79906977-81c8-473b-af81-013685763298)  
**Add Transaction:**

-   Select Horse or Contact
    -   Horse - will split the transaction across all billable contacts for the horse selected
    -   Contact - will add the transaction to the contact selected. A horse name can also be selected but this is optional and is for information purposes only - the selected client will be charged
-   Select one or multiple horses or clients to charge
-   You are able to select three different types of items to charge to the horse (or client) - these are differentiated by different badge colouring as follows:  
     

1\.  **Sales Account Code item:**

![](https://cdn-assets.productfruits.com/31022177-da48-432b-b0fd-9d10274e897f)

-   **Price (excl. tax)** → unit price to charge 
-   **Quantity** → number of units
-   **Discount** → enter a percentage or fixed dollar amount
-   **Tax rate**  → enter the correct tax rate code for the system to calculate tax
-   **Amount and Total** → automatically calculated based on price and quantity
-   **Description** → appears on the contact’s invoice line item

Use this when you want to completely customize the charge details. You select a GL Income Account to receive the income, and set all items from scratch including charge amount, invoice description, tax code etc.  
 

2\.  **Daily Charge item:**

-   Select an "Other Fee" type item where Unit of Measure is configured as daily charge
-   All fields (except discount) are prefilled based on the selected product or service.  
    You’ll need to choose a **From** and **To** date to generate charges for each day in that range.
-   The **Tax field** is fixed from the configuration for the 'daily charge' item selected, and cannot be edited.  
     

#### **3\. Other Fees**

Use this for **charges unrelated to horses** (non-procedure items), such as arena hire, agistment extras, or admin fees.

Depending on the **Unit of Measure** configured for the item:

-   If **Daily** → you’ll see **From** and **To** date fields to calculate daily charges
-   If **Each** → you’ll see the **Quantity** field instead

All fields will be prepopulated (except discount) according to the item configuration.

### Review and Save

Once you’ve added all the transaction details:

A **summary of invoice line items** with the breakdown of charges will appear at the bottom of the modal.

![](https://cdn-assets.productfruits.com/14fbaea6-a945-4b1b-b414-7dd30c12ea37)

Review the details and **save** if everything looks correct.

If you’ve selected **multiple horses**, the summary will display a table showing the **transaction created for each horse**, instead of individual line items.

![](https://cdn-assets.productfruits.com/090dda67-2d5b-43ce-81f0-21aa912f958e)