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jspence580graphics
Level 1

Adding a Service Charge to ALL Estimate and Invoices

I am looking for some direction or help on setting up a Service Charge that will automatically be listed on all new estimates and invoices. We are charging a processing fee for Credit card payments, and would like it to automatically be on the invoice or estimate rather than having to add it as a line item on every one. 

Solved
Best answer April 04, 2019

Best Answers
HoneyLynn_G
QuickBooks Team

Adding a Service Charge to ALL Estimate and Invoices

Welcome to the Community space, @jspence580graphics.

 

Currently, the option to set up a Service Charge that is automatically listed on all new estimates and invoices is unavailable. You will have to set up the service item and manually add it when creating sale transactions.

 

This is to make sure that you're selecting the correct items and you can review the transaction details. 

 

If you have other invoice and estimate questions, just leave a comment below. I'll be around to help you more. 

View solution in original post

1 Comment
HoneyLynn_G
QuickBooks Team

Adding a Service Charge to ALL Estimate and Invoices

Welcome to the Community space, @jspence580graphics.

 

Currently, the option to set up a Service Charge that is automatically listed on all new estimates and invoices is unavailable. You will have to set up the service item and manually add it when creating sale transactions.

 

This is to make sure that you're selecting the correct items and you can review the transaction details. 

 

If you have other invoice and estimate questions, just leave a comment below. I'll be around to help you more. 

View solution in original post

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