In this section, it is possible to create new fees.
Fees are applied to invoices based on the configuration shown in this page.
Find fees under INVOICES/SETTINGS/FEES.
Create a fee
To create a new fee, you need to fill out the following:
Fee: The title for the fee
Fee type: You can choose between one of the following:
% of total:
%: The percentage of the total you want to add as a fee
Product no.: The product number you want to add
Add automatically: If checked, the product is added automatically when the fee occurs
% of total including fees. This is the same as the above, expect that this option will include all other fees in the calculations. The above choice will not include fees.
Add product: This option gives you more to fill out:
Count: The amount of the product you want to add
Price: A price for the product you want to add
Product no.: The product number you want to add
Add automatically: If checked, the product is added automatically when the fee occurs
Do nothing: Nothing is done when using the fee
Strategy: This determines if the fee is added per invoice or per task, you can choose between:
Once per task per invoice
Once per invoice
Edit a fee
Editing a task status happens on the same menu. Just click on the pencil or directly on the title to enter edit mode.
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