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AldritchM
January 4, 2024

Hi there, @trinitybrothersi.

 

Informing customers about surcharges and service fees when sending them their invoices is a smart move. It ensures transparency and avoids any surprises for your valued customers. Allow me to show you how:

 

  1. Go to Settings and click Products & services.
  2. Click New, then select Service.
  3. In the Name field, enter a name for the service.
  4. From the Category dropdown, click the category that best describes the fee.
  5. Fill out the rest of the fields.
  6. Select Save and Close.

 

I'd like to leave this article to guide you on adding a service/rental fee to invoices: Manually add service fees to invoices in QuickBooks Online.

 

Additionally, You may want to include this in the default email message you send along with invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you have more questions about managing your service fees. Have a nice day!