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How do I create and use Fees?
How do I create and use Fees?
Add Fees to an estimate or invoice to cover additional expenses, including shipping, processing, recycling, and more
Garrett avatar
Written by Garrett
Updated over a week ago

Fees are useful and can be customized for when you need to itemize additional charges on an invoice such as a credit card processing fee, a tire recycling fee, or perhaps a hazardous waste disposal fee.

How to add a Fee

To add a fee, you will need to first add a service to your estimate.  Click the Add Service button to create a new service:

Within your new service, click Add Fee to add a fee line item to your service.

Click on the fee line item to open the right side Enter Fee Information menu where you can define the type of fee and amount:

In the Enter Fee Information menu, you can determine the type of fee based on:

  • Fixed dollar ($) amount - Use this option if you want to enter a flat dollar amount.

  • Percent (%) of Service - Use this option to calculate your fee as a percentage of that service subtotal.

  • Percent (%) of Line Item - Use this option to calculate your fee based on a percentage of a specific line item's subtotal. In the "Line Item to Apply Fee" field, select the desired line item to apply the fee.

How to save a Fee

You can save a fee to be used for future use. There are a couple of ways to do this:

  • You can save a fee from within an estimate or invoice. Within a service, click on a newly-added fee line item. After customizing the fee to your liking in the right-side menu, click Add Fee To Inventory:

The fee will now be included in your Inventory, and can be searched for and added to any future service. The fee will contain the saved attributes you set. 

  • Another way to save a fee is to create a new one from your Inventory. First, go to your Inventory, then click on the Fees tab:

Click on the + Add Fee button at the top-right of the page. After naming the fee, setting the fee as a Percent (%) of Service or Fixed dollar ($) amount, and entering the fee amount or percentage, click Save to save your fee:

Note that fees will be tracked in your Part & Line Item Summary and Part & Line Item Detail reports, and are now included in the Revenue Breakdown section of your Sales Summary report.

Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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