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Level 2

How do I add Cc Fee to customer invoice?

Trying to add a Cc Fee to customer invoice.  I have already created an Item "Cc Fee" @ 3% with a misc. income account.  When I add this item to invoice it only adds the 3% to the last item on the invoice.

How do I get it to add 3% to the entire invoice?

Im using QB Desktop Pro Plus 2017

Solved
Best answer 12-10-2018

Accepted Solutions
Level 7

@leakpetroleumequ, you might want to read the article bel...

@leakpetroleumequ, you might want to read the article below concerning restrictions on charging a fee.

http://www.creditcards.com/credit-card-news/business-surcharge-card-customers-1585.php

View solution in original post

22 Comments
Level 7

@leakpetroleumequ, you might want to read the article bel...

@leakpetroleumequ, you might want to read the article below concerning restrictions on charging a fee.

http://www.creditcards.com/credit-card-news/business-surcharge-card-customers-1585.php

View solution in original post

Anonymous
Not applicable

Add a subtotal item to the end of the invoice above the c...

Add a subtotal item to the end of the invoice above the charge.

Picture of subtotal item attached.

Level 2

Can you show me an example?  Not sure if you mean in the...

Can you show me an example?  Not sure if you mean in the invoice itself or at bottom of invoice where sales tax and balance due is shown
Anonymous
Not applicable

An example using a subtotal item?  OK, attached....

An example using a subtotal item?  OK, attached....
Level 2

Thank you very much, that was easy :-)

Thank you very much, that was easy :-)
Level 1

I'm missing something.  What is going on behind the scene...

I'm missing something.  What is going on behind the scenes to get QB to figure out 3% of the subtotal?
Anonymous
Not applicable

There's nothing to it, really,  Use a percent discount it...

There's nothing to it, really,  Use a percent discount item below another item, including a subtotal, and it will calculate on that amount.
Level 1

When we have a percentage to charge against several items...

When we have a percentage to charge against several items, , we have to enter "subtotal" first (which we added to our item list in quickbooks.  and then do the fee and it will take all line items into effect not just the last item.

Level 15

A Discount Item and an Other Charge Type item set as a %...

A Discount Item and an Other Charge Type item set as a % (for discount or markup purposes) are "items that Calculate" and they compute on what is above them.

Example:

List an item and then a Discount item = you discounted that one item. List an item and a Markup Other Charge item, and you marked up that one item.

So, if you want more than this, you list what applies, then you Subtotal. Now your Calculating item will compute on the item above it, which is that Subtotal.

And you can Subtotal your Subtotals. Like this example:

Lists Items to sell that are going to be discounted, pretend this is 3 things @ $100 each

Use a Subtotal. This shows $300

Use Discount, such as 10%. Now you see negative $30

Use Subtotal. You see $270.

Add another charge; example, shipping for $100

Use Subtotal. You see $100 (the only one item above it is the Shipping).

Use another Subtotal. This Subtotals = $370

Level 1

Re: A Discount Item and an Other Charge Type item set as a %...

this example subtracts $30 from the total.  I want to add a surcharge, not subtract.

Is there a way to do that?

Moderator

Re: A Discount Item and an Other Charge Type item set as a %...

Hello there, mmartinuzzi.

 

Welcome to the Community. I'm here to provide additional information on your question about adding a surcharge.

 

You can create a subtotal item to apply a surcharge to all or selected items on an invoice. This item totals all the previous items within an invoice.

 

Here's how:

  1. Click the Lists tab at the top menu bar.
  2. Click Item List.
  3. Click the drop-down arrow next to Item and select New.
  4. Below Type, select Subtotal.
  5. Enter a name for the subtotal.
  6. Enter a description to show on invoice or sales receipt.
  7. Click OK.

Please feel free to post any questions you have below. The Community is always here to help out.

 

1.JPG

Level 15

Re: A Discount Item and an Other Charge Type item set as a %...

@mmartinuzzi

 

I want to add a surcharge, not subtract.

 

It's in this topic, already:

"Example:

List an item and then a Discount item = you discounted that one item. List an item and a Markup Other Charge item, and you marked up that one item.

So, if you want more than this, you list what applies, then you Subtotal. Now your Calculating item will compute on the item above it, which is that Subtotal."

Level 1

Re: A Discount Item and an Other Charge Type item set as a %...

Thanks for the quick response.  I had tried that, with the subtotal, but if I chose an Other Charge item it still only calculating it on the last item.  If I choose a sales tax item and try to fake it that way, with a fake sales tax agency, then if I have a sale that includes both taxable and non taxable, it only calculates the charge on either/or.  

Seems like I can only get it to work for all taxable sale or all non taxable sale with the Sales Tax type of charge.

Level 1

Re: A Discount Item and an Other Charge Type item set as a %...

I don't see "columns to total" on my subtotal screen. It stops at Description.

 

QuickBooks Team

Re: A Discount Item and an Other Charge Type item set as a %...

Hello there, mmartinuzzi.

 

Thanks for getting back. Allow me to clear this up for you.

 

If you're unable to see the Columns to Total on your subtotal screen, you might be using the QuickBooks Desktop Pro. This function is not available in the Pro version.

 

If you wish to have this feature, you can upgrade or convert your company file to a new QuickBooks Desktop version.

 

If you need assistance with this, feel free to reach out to our QuickBooks Care Team. They'll be able to guide you through the whole process.

 

Here's how to reach them:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Feel free to leave a comment below if you have any other. I'm always here to help you out. 

Level 1

Re: A Discount Item and an Other Charge Type item set as a %...

Charles M

What version is it available in?  I have all available to me, I am a ProAdvisor.  I was using, just an FYI, the QB Desktop Accountants 2018.

Moderator

Re: A Discount Item and an Other Charge Type item set as a %...

Hi, @mmartinuzzi.

 

Thanks for getting back to us here in the Community. Allow me to step in for a moment and share some information about the Columns to total when creating a Subtotal item in QuickBooks Desktop (QBDT).

 

The option to have columns total, like in the screenshot provided by @AlcaeusF, is only available in QuickBooks Desktop Enterprise 2015 and later. You can also check out this article and scroll down to Item types for more information: Add, edit, and delete items.

 

If you wish for this option to be added in QBDT Accountants 2018, I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates. This will help them know how this option makes your QuickBooks experience smoother.

 

Here's how:

 

1. At the top menu bar, go to Help and pick Send Feedback Online.
2. Enter your request/product suggestion, then click Next.
3. Choose Skip and send a message and select Feedback as the Category.

 

That should answer your concern for today. Please know that I'm only a post away if you have any additional questions or concerns. Have a wonderful day.

Level 15

Re: A Discount Item and an Other Charge Type item set as a %...

For this: "I had tried that, with the subtotal, but if I chose an Other Charge item it still only calculating it on the last item"

 

It's like this:

 

Charge item

Charge item

Charge item

SUBTOTAL

 

Then, Other Charge Item, set for % = Mark UP that subtotal value. Set for negative percent = Mark Down that subtotal value. Both of these calculate to give you an Amount on that line = the amount to be added or subtracted.

 

Set for a Value, positive or negative, = add or subtract this.

Level 1

Re: An example using a subtotal item? OK, attached....

Can you send me the attachment show the subtotal item, please. [email address removed]

QuickBooks Team

Re: An example using a subtotal item? OK, attached....

Hi there, @Katerqueen.

 

Thank you for joining this conversation about adding subtotal items.

 

Any personal information you add in the Community space is automatically removed to maintain your security and privacy. Nevertheless, I'm here to give you the attachment showing the subtotal item:

 

Here's how to create the subtotal item:

  1. Click Lists.
  2. Click Item List.
  3. Right-click on your mouse and select New.
  4. For the item Type, select Subtotal.
  5. Enter a name for the subtotal.
  6. Enter a description to show on invoice or sales receipt.
  7. Select the columns you'd like to add on the total.
  8. Click OK.

1.PNG

For more information about adding subtotals, you can refer to this article: Add, edit, and delete items.

 

You can add this item on the invoice, and this is how it looks like:

2.PNG

 

That should keep you going today, Katerqueen. I'm still here to help you more if you have other item questions. Just drop a comment below. Have a good one.

 

Level 1

Re: An example using a subtotal item? OK, attached....

Thank you. I have figured it out and it works great!

QuickBooks Team

Re: An example using a subtotal item? OK, attached....

Hello again, @Katerqueen.

 

You're very welcome. Please remember I'm here anytime you have additional questions or concerns with QuickBooks Desktop. Wishing you all the best!

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