Additional Fees are predefined items that can add be added to Proposals and Invoices, and they differ from standard Line Items because they are added either:
- In the totals area of a Proposal/Invoice
- In the subtotals area of a Line Item Category in a Proposal/Invoice
The Additional Fees that you can manage in your account include:
- Service charge
If you assign a percentage to an Additional Fee, that percentage will be assessed to all the associated line items. For example, if you set your Service Charge fee to be 18%, then if you add the Service Charge fee to the totals area of a Proposal, that fee will be calculated as 18% of all items in the Proposal. Conversely, if you add the Service Charge fee to the subtotals area of a Line Item Category, the 18% will only be calculated against all line items in that category.
NOTE: If you edit/change the amount (percentage or flat fee) of an Additional Fee item in the Settings area, that new amount will be implemented on all fees of that type moving forward; it will not change the amounts of that fee type retroactively (that is, it will not automatically change the amount of that fee type that on existing Proposals/Invoices, unless you manually edit those items inside each Proposal/Invoice).
To Manage Additional Fees for Proposals/Invoices:
- Click on your name in the top left corner and select the "Settings" option.
- Under the "Financial" heading, click on the "Additional Fees Setup" link.
- Find the fee you wish to modify and click on the "Edit" button.
- If available, select the fee name you prefer.
- Select the fee type (percentage or fixed amount) and then enter the amount.
- Click on the checkboxes if you want to include line item taxes and/or markups/discounts when calculating this fee.
- NOTE: This means that you can have this fee calculated before or after taxes and markups/discounts are added to line items.
- If applicable, select or add a tax rate that will be applied to the fee.
- NOTE: In some areas, the tax code stipulates that some Additional Fees (like standard gratuities added to an Invoice) are taxable. Please consult your accountant for what applies to your organization.
- Click "Save" when you are finished.