Order Fees provide extra charges on the whole Estimate or Order, including a default amount, tax treatment, and an income account for reporting. Order Fees are available in System Settings and on an Estimate or Order. An Order Fee applies to the whole Estimate or Order, while a fee on one Line Item is a Line Item Fee.
Table of Contents
- Important Information
- Navigating to Order Fees
- Setting Up Order Fees
- Applying Order Fees on an Estimate or Order
- Related Articles
Important Information
- An Order Fee applies to the whole Estimate or Order.
- Set the fee up before you add it on an Estimate or Order.
- A new fee uses Create. An existing fee uses Save.
- Estimates and Orders both open fees from Order Totals. Payment Surcharge is a separate amount.
- A fee on one Line Item is a Line Item Fee. For more information, please see Line Item Fees.
Navigating to Order Fees
Navigate to System Settings / Sales Settings / Order & Line Item Fees.
The Order & Line Item Fees screen includes two tabs:
a. Order Fees - Fees that apply to the overall Estimate or Order.
b. Line Item Fees - Fees that apply to individual line items. For more information, please see Line Item Fees.
Setting Up Order Fees
1. Select the Order Fees tab.
2. Click Order Fee to create a new fee, or select an existing fee to edit it. The New Order Fee dialog opens for a new fee. An existing fee opens in a dialog titled with the fee name.
Complete the fields in the dialog:
a. Fee Name - The name of the fee as it appears in Order Entry and reporting.
b. Taxability Code - Determines whether the fee is taxable or tax exempt. This can be overridden during Order Entry when needed.
c. Apply to Order by Default - When selected, the fee is automatically added to each new Order. You can remove it when your permissions allow it.
d. Income Account - The GL Account used for financial reporting. This can be overridden during Order Entry when needed.
e. Fixed Fee - The default fee amount. This can be overridden during Order Entry when needed.
f. Enable Costs - When selected, the fee also records cost. Additional cost fields appear for COGS / Expense Account and Fixed Cost.
3. Click Create.
Note: When you open an existing fee, the button is Save.
Applying Order Fees on an Estimate or Order
Order Fees configured in System Settings can be reviewed and managed from an Estimate or Order.
1. Open an Estimate or Order.
2. In the Order Totals section, click Fees. An Estimate uses this same Order Totals heading.
The Order fees & Line item fees dialog opens.
a. Order fees - View and manage fees that apply to the overall Estimate or Order.
b. Line item fees - View and manage fees that apply to line items. For more information, please see Line Item Fees.
c. Add Fee - Adds a fee to the Estimate or Order.
Note: Payment Surcharge amounts shown near Order Totals are a separate feature from Order Fees.