Manually add service fees to invoices in QuickBooks Online
by Intuit•23• Updated 1 week ago
Learn how to manually add service fees to invoices in QuickBooks Online.
You can charge customers a service fee for services related to the product or service they're buying. Add a service fee to new and existing invoices to charge your customers accordingly.
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.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view .
Step 1: Create a service fee item
Create the fee as a service item so you can add a fee with a detailed description to invoices.
- Go to Sales and selectProducts & services (Take me there).
- Select New, then select Service.
- In the Name field, enter a name for the service.
- (Optional) From the Category ▼ dropdown, select the category that best describes the fee. Find out more about item categories.
- (Optional) Fill out the rest of the fields.
- Select Save and close.
Step 2: Add a service fee to invoices
If you’ve already sent them their invoice, create an invoice with the service fee. If you haven’t sent the invoice, make sure to add it before sending it.
- Go to Sales, then select Invoices (Take me there).
- Select the invoice you want to add a service fee to.
- Select Edit invoice.
- From the Product or service ▼ dropdown, select the service fee you created.
- (Optional) In the Amount field, enter the amount of the service fee.
- (Optional) In the Note to customer section, add a note about the fee.
- Select Review and send.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Apply late fees to overdue invoices automatically in QuickBooks Onlineby QuickBooks•2267•Updated 2 weeks ago
- Track retail delivery fees in QuickBooks Onlineby QuickBooks•4•Updated June 14, 2024
- Turn on online payments in QuickBooks Desktop for Macby QuickBooks•9•Updated over 1 year ago
- Recording QuickBooks Payments bank deposits FAQsby QuickBooks•11•Updated almost 2 years ago