Fees

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.