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
- 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
- % of total:
- 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.
