How to add percentage-based fees to invoices
Description
Type of charges:
  • Interest
  • Finance fees
  • Fuel tax
  • Credit card fees
  • Service charges
  • Administrative fees
  • Handling fees (e.g., 2% of the order value)
  • Restocking fees (e.g., 15% on returned goods)
  • Rush order fees (e.g., 5% expedited processing charge)
  • Import/export fees (calculated as a percentage of the shipment value)
  • Customs brokerage fees (where charged as a percentage)
  • Contractor markup (e.g., 10% project management fee)
  • Material markup (e.g., 12% added to materials cost)
  • Hazardous materials fees (percentage-based surcharge)
  • Regulatory compliance fees (industry-specific percentage charges)
  • Merchant service recovery fees (to offset payment processing costs)
  • Booking fees (percentage of the transaction value)
  • Transaction fees (percentage of the sale amount)
  • Financing charges (percentage applied to financed balances)
  • Royalty fees (percentage of sales revenue)
  • Platform or marketplace fees (percentage of the order value)

 

Cause
Resolution

NOTE:

The system doesn't allow you to enter a percentage of the subtotal.

  1. Manually calculate the dollar amount of the interest charge or fee.
  2. Create a new line item on a new or existing sales invoice.
  3. Enter the calculated dollar amount on an invoice line. 

 

Steps to duplicate
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