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monica38
Level 1

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

 
10 Comments 10
ShiellaGraceA
QuickBooks Team

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

Welcome to Community, @monica38.

 

I'll share the steps on how you can add the service charge to your invoices. You can add it as a line item to your invoice and calculate the amount manually. Let's go to your invoice page to see it.

 

  1. Go to the +New at the top. Select Invoice.
  2. Enter your invoice details. Then, on the next line item.
  3. Tick +Add new. Then, tap Service in the Product/Service information page.
  4. Type "Service Charge" or "Agency Fee" depends on how you name the item. Pick an Income account.
  5. Click Save and close.
  6. Add the calculated Amount as negative. Then, click the Add subtotal button.
  7. Click Save and close. See the attached screenshot below.

 

With the above steps, you're able to add your service charge to your invoices. Also, renaming the Tax column is unavailable. QBO label such as columns are working as designed. Refer to this article for more information about: Add service fees manually to invoices.

 

Additionally, feel free browse for specific topics here if you need help with other tasks in QBO.

 

Let me know if you still have questions or concerns with invoices and charges. I'm always here for you. Take care and have a wonderful day ahead.

monica38
Level 1

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

Is there no way to automatically have this added to every invoice?

 

manually is the ONLY way? 

i’ve tried renaming the TAX , but it always changes it back when the client views the PDF. 

ShiellaGraceA
QuickBooks Team

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

Thanks for getting back to us here, @monica38.

 

At the moment, adding the service fee automatically is unavailable. You'll have to add it manually to your invoices.

 

On the other hand, QuickBooks Online allows you to upload invoice templates made from scratch using Microsoft Word, this is known as the 'Import Styles'. You might want to play around and see if you can change the tax column.

 

To turn on this feature:

 

  1. Go to Gear at the top.
  2. Then, select QuickBooks labs.
  3. Switch on the Import Style.
  4. Click Done.

Learn more about this feature at this guide: Import custom form styles for invoices or estimates.

 

As always, feel free to browse our page in case you need help with other tasks in QBO. 

 

Keep me posted if you still have questions or concerns with invoices. I'm always here for you. Stay safe.

 

 

DECORBYHEIDY
Level 1

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

I also need to add multiple percentages to my invoices. One giant tax rate for the client is confusing and appears dishonest. 

 

I will have to switch softwares if this is not fixed.

cd_albert
Level 1

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

Same here, there should be the ability to add a box after the subtotal with service fee, just like there is a drop down box for sales tax rate.

Tracy_AirLogic
Level 1

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

I can't believe this is not a simple fix for QB!

With all the add on fees I'm seeing from my vendors because of the rapidly rising costs of doing business, I need a way to add, what is hopefully a temporary, cost recovery fee to all of our invoices. Hoping to remember to add an additional item to each and every invoice is not working.

Mich_S
QuickBooks Team

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

I hear your sentiments, @Tracy_AirLogic.

 

The option to add an additional item to multiple invoices is currently unavailable in QuickBooks Online. I suggest sending us feedback about it. Our Product Engineering team will use your important suggestion to enhance your QBO experience.

 

  1. Click on the Gear icon, then select Feedback.
  2. Fill in your product suggestions. 
  3. Once done, hit Next to send feedback.

 

You can also keep track of updates regarding your feature request by visiting our webpage.

 

For future use, here's a guide to learn more on how to manage sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep in touch if you have other concerns with invoices or QuickBooks. I'm always ready to assist. Take the best care!


 

SBBKent
Level 1

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

 

I am learning how to use QB. My media agency receives most my income and pays me after fee deductions. How do I record my income and deductible fees if I do not send my own invoices and the fees have already been deducted from visible income payments? Thank you.

ChristieAnn
QuickBooks Team

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

Welcome to the QuickBooks Community and thank you for choosing QuickBooks as your accounting program, SBBKent. Let me discuss various details on how to handle transactions and ensure you record income and deductible fees smoothly.

 

If you're using the QuickBooks Online version, you have the option to create a sales receipt any time your customer immediately pays for products or services. To start with, I recommend creating a specific income account to track your income entries and fees.

 

Once done, you'll have to create a new item for a fee so you can use it when creating a sales receipt.

 

Here's how:

 

  1. Click the Gear icon and choose Product/Services.
  2. Click Add New from the product or service drop-down.
  3. Choose Service or Non-Inventory from the options.
  4. Enter the name of the item, for example, deductible fees.
  5. Fill in the other necessary field.
  6. Click Save and close.

 

After that, go to the Sales receipt page and fill in the needed details. You'll have to make sure to choose the item you created above in the Product/Services column as a negative amount. Please follow the steps below.

 

  1. Click + New and choose Sales receipt.
  2. Select the customer from the Customer dropdown.
  3. Enter the sales info, such as the payment method.
  4. Enter product and services and in the second line is the fee item.
  5. When you're done, click Save and close.

 

However, if you're utilizing the QuickBooks Self-Employed account, you can open this article to see various steps on how you can record income and deductible fees: QuickBooks Self-Employed Overview.

 

Additionally, I recommend consulting an accountant for additional assistance to ensure your records are in shipshape. They can offer advice on how to handle the transaction like entering income and deductible fees in QuickBooks.

 

Lastly, I'm adding this article to further guide you in effectively managing your business using QuickBooks: View all help. You can choose what product or version you want to know by clicking the drop-down arrow. Then, you'll be able to view different topics about accounting, banking, and payments to name a few.

 

Feel free to comment below if you have any other questions about recording transactions in QuickBooks. I'm always here to assist you. Wishing you and your business continued success, SBBKent.

SBBKent
Level 1

How do I apply a 20% service charge(agency fee) to ALL invoices? I renamed the Tax, but when I send the invoice it still says “TAX” which is confusing to the client.

Thank you, I hope to progress.

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