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Charge a service fee to customers

by Intuit50 Updated 1 week ago

Learn how to manually add service fees to invoices in QuickBooks Online.

Add a service fee to new or existing invoices to charge your customers for services related to what they're buying. 

Note: It's a good idea to inform customers about surcharges and service fees when you send them their invoice. You may want to include this in the default email message you send along with invoices.

An icon showing cash and a payment card If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window.

Prerequisites

Before you can charge a service fee, you’ll need to add a service item to QuickBooks Online representing the fee.

Add a service item to QuickBooks Onlinebefore charging a service fee.

Add a service fee to invoices

If you’ve already sent them their invoice, create a new invoice with the service fee. If you haven’t sent the invoice, make sure to add it before sending it.

  1. Go to Sales, then select Invoices (Take me there).​
  2. Find or create an invoice to include the service fee.
    • If you’ve not sent the invoice yet, select it from the list, then select Edit invoice.
  3. If you have sent the invoice, select Create invoice. Then select the customer.
  4. From the Product or service ▼ dropdown, select the service fee you created.
  5. (Optional) In the Amount field, enter the amount of the service fee.
  6. (Optional) In the Note to customer section, add a note about the fee.
  7. Select Review and send.
  8. Send the invoice to your customer.

Related links

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur

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