There are 2 ways to collect a service fee.
You can either invoice your client the quick way by adding a fee to an invoice OR you can create a reservation for a service fee so that you can track these and gather reports on service fees.
Adding a Service Fee to an invoice without a reservation:
Add a traveler to a trip by using the 'add traveler here' box as shown in the screenshot below. That is the planner page of your trip.
After you add the name, go to the accounting tab and scroll down a bit a press the button that says 'Create Client Invoice'
The invoice will open and you will first select the name of the traveler.
Below that you will press the red text that says, add manual price list item.
Fill out the date, click the 'type' dropdown box and scroll the way down to 'service fee'. After you select that, put a small description and then the price of the service fee
After that, scroll down and complete the rest following this article and then share the invoice link with the traveler.
Here is a video you can watch....start watching from minute 4.33 seconds
Adding a Service Fee to an invoice with a reservation (for tracking):
We recommend that you add your service/planning fees under the reservation type 'Service Fee'.
Then you can go to 'Reports' from the Dashboard and click on 'Reservation Reports'.
Once you are there, click on the filter all the way to the right that says 'Search by Category' and select 'Service Fee'.
Then you can toggle the grey scroll bar all the way to the right to see your sales which is under 'Total Price'.
The calendar filter will allow you to choose the time period for which you want to see your sales.