There are 3 types of fees you can add to an invoice.
Work order fees
Service fees
Invoice fees
Things to know:
All will display on the invoice (see examples of each below)
Work Order Fee
Parameters:
Marked as a sub-item
NOT linked to any services
Example:
Driver collected extra item, charge needs to be added to invoice.
To add a fee to a work order:
Open the account page for the customer
Go to the 'Services' tab
Under the Work Order section, click on the work order you'd like to add the fee to
Click the 'Edit' icon (notepad with pencil)
Click the blue +Add under 'General Fees'
Select the desired fee from the drop down
Click the blue [Save] button
Invoice Example
Service Fee
Parameters:
Marked as a sub-item
Linked to a service
Examples:
Monthly cart lease
Fuel surcharge
Environmental fee
Recurring discount (keep in mind, anyone with the service will automatically get the discount)
To add a fee to a service:
Open the account page for the customer, click to the 'Services' tab.
Click the blue [+ New Service] button in the Configured Services section.
Select the service and configure the schedule fields.
Under 'Fees & Taxes', you can toggle the desired fee ON or OFF. It will default to be ON.
Click the blue [Create] button to save.
Invoice Example
Invoice Fee
Parameters:
NOT marked as a sub-item
NOT linked to a service
Set to 'Instance' (On Request)
Invoice must be in Draft status
Fee value is NOT a percentage
Examples:
Late fee
There are 2 paths to adding a fee to an invoice.
1. via Account Page
Open the account page for the customer.
Click the 'More' button (3 vertical dots in line with the invoice to the far right) and select 'Edit'.
Then, click the blue [Add] button to the right of 'Invoice Fees & Adjustments'.
Select the fee you'd like to add by typing the name or scrolling down.
The 'Note' field can be used to display a message on the invoice itself or internally. To make visible to the customer, check the 'Show Note' checkbox.
Click the blue [Save] button in the bottom right corner of the screen.
2. via Billing Page
Click 'Billing' on the navigation bar.
On the left panel, click 'Invoices'.
If you don't see the invoice of the customer you are looking to update, click the funnel icon next to the search parameter you'd like to use and enter the data you're searching for.
Once filtered, click the 'More' button (3 vertical dots in line with the invoice to the far right) and select 'Edit'.
Then, click the blue [Add] button to the right of 'Invoice Fees & Adjustments'.
Select the fee you'd like to add by typing the name or scrolling down.
The 'Note' field can be used to display a message on the invoice itself or internally. To make visible to the customer, check the 'Show Note' checkbox.
Click the blue [Save] button in the bottom right corner of the screen.
Note: If you would like to update the price, it will not change the global fee price.
Invoice Example
