Adding a Service Charge to ALL Estimate and Invoices

jspence580graphics · ‎April 04, 2019

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.

HoneyLynn_G · ‎April 04, 2019

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

HoneyLynn_G · ‎April 04, 2019

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

Topics

Training

Community

Resources

Adding a Service Charge to ALL Estimate and Invoices

Adding a Service Charge to ALL Estimate and Invoices

Adding a Service Charge to ALL Estimate and Invoices

Charges

Estimates

Adding invoices to Projects

Turn an invoice into an estimate?

Email subject line automatically adding 'invoice' ...

Need to get in touch?