How to Add a Service Charge to an Invoice

Adding a service charge to an invoice is a simple way to help cover the extra costs of running your business. This fee applies to the entire invoice, no matter how your customer pays, and appears alongside sales tax and discounts in the invoice summary. You can choose the fee type, the name of the fee, and decide if it should be taxable, all in just a few clicks. Follow the steps below to start adding service charges to your invoices.

Adding a Service Charge

• Go to the Invoicing tab inside Autobooks.
• Click New Invoice to start a new single or recurring invoice.
• Choose your due date and a customer (either from your list or add a new one), then add all your desired products / services for that customer.
• Near the bottom of your invoice builder (next to Add Discount and Turn on sales tax) click Add Service Charge.

• In the service charge modal, you can choose a Percentage or a Fixed Amount. Add the desired amount.  NOTE: The amount you choose must be a positive value.
  • Give your service charge a name.  Example of an acceptable service charge name: "Setup Fee" or "Delivery Fee".

• Mark the service charge as taxable.  *This is optional* 
• When you're finished, click Apply Service Charge to add it to your invoice. 

The total invoice amount will include any of the following items you've added to the invoice, and are displayed at the bottom in the summary section: Service Charge Sales Tax Applied Discounts

Edit a Service Charge

Once a service charge has been created and added to your invoice, you will have the option to edit the name, percentage, or fixed amount before sending the invoice to your customer.

• After a service charge is added,  in the summary section of the invoice, click the pencil icon next to Service Charge [amount].

• Make your desired edits (name, percentage, or fixed amount).

• Click Update Service Charge to apply the changes.