There are three (3) ways to include a fee or discount:
a "One-off" fee or discount (manually applied within the invoice)
an "Existing" fee or discount (available for selection within the invoice)
a "Default" fee or discount (automatically included within the invoice)
EXAMPLES OF FEES:
Merchant (Credit Card) Fee
Travel Fee
EXAMPLES OF DISCOUNTS:
Military Discount
Family & Friends Discount
NOTE:
Fees & Discounts can be set for JOBS
Preferences > Job > Fees & Discounts
Fees & Discounts can be set for ORDERS
Preferences > Order > Fees & Discounts
In Shop vs. In Field Fees & Discounts for Jobs
When setting up 'default' fees/discounts, make sure the fee or discount matches the "Job Type."
Example 1: select "In field" to have a default "Travel Fee" applied only to mobile jobs
Example 2: select "Both" for default Merchant (Credit Card) Fees to be applied
Setting up and Applying Fees & Discounts
Setting up and Applying a "one-off" Fee or Discount
go to the job and click "Apply Adjustment"
select "Fee" or "Discount"
provide the name and value of the fee or discount ($ or %)
click the green "Save" checkmark
the adjustment is automatically made to the invoice to reflect this fee/discount
NOTE: use this when you are applying a fee/discount manually one time
Setting up an "Existing" Fee or Discount
go to Preferences > Job or Order > Fees & Discounts
click "Add a Fee or Discount"
fill in this form with the job type it applies to, name and value of the fee or discount
click the green "Save" checkmark
Applying an "Existing" Fee or Discount
go to the job and click "Apply Adjustment"
select "Fee" or "Discount"
go to the section called "Existing Fees"
select the fee or discount you would like to apply
click the green "Save" checkmark
the adjustment is automatically made to the invoice to reflect this fee/discount
NOTE: if you're taking a lot of Cash or Check payments, then it would be best to use an 'Existing Fee' and manually apply it to jobs when a credit card is used
Setting up a "Default" Fee or Discount
go to Preferences > Job or Order > Fees & Discounts
click "Add a Fee or Discount"
fill in this form and toggle on "Default" to have this fee or discount automatically included on jobs based on job type
click the green "Save" checkmark
Applying a "Default" Fee or Discount
the fee or discount will be automatically applied to the job invoice
no need to click "Apply Adjustment"
NOTE: if you take a lot of credit card payments, then it would be best to use an 'Default Fee' and just easily remove it when cash or check are used
FEES & DISCOUNTS AND TAXES (from an accounting standpoint):
FEES - should come after taxes on the invoice as fees are nontaxable
DISCOUNTS - should come before tax on the invoice because you want to tax the actual amount that you collected on that product or service
IMPORTANT OPTION WITH 'FEES' AND TAXES:
Should you need your fees above the tax line for whatever reason, Urable now offers a toggle within the fee:
go to Preferences > Job > Fees & Discounts
click into an existing fee or create a new fee
fill in the name and value of the fee
note the "Taxable" toggle
if toggle is "off" then the fee will appear below the tax line
if toggle is "on" then the fee will appear above the tax line
Setting up Fees in Quickbooks:
QB does not handle fees or tips in the same way that we do (under the subtotal). They handle it by adding a non-taxable line item into the invoice that will equate to the amount of the fee or the amount of the tip. To ensure that this works properly (and automatically) you'll need to select the item you want representing fees in QB (I'd recommend creating a non-taxable service called "Fees" over in QB and then selecting that in Urable) and the item you want representing tips in QB (I'd recommend creating a non-taxable service called "Tips" over in QB and then selecting that in Urable) under Integrations > Preferences.