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Overview

Service charges add percentage-based or flat fees to quotes and invoices. Common uses: gratuity, service fees, corkage fees.

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Creating Service Charges

Navigate to Settings > Service Charges and click Create Service Charge.
Required fields:
  • Name: e.g., “Service Fee”, “Corkage Fee”
  • Type: Percentage or Flat Amount
  • Value: Percentage (0-100%) or dollar amount
Options:
  • Taxable: Include in tax calculations
  • Auto-Apply: Add to all new quotes automatically
Percentage charges calculate from quote subtotal before tax.

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Managing Charges

  • Toggle tax and auto-apply settings directly in the table
  • Delete charges with the trash icon (doesn’t affect existing quotes)
  • Name and value cannot be edited after creation

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How It Works

Calculation order:
  1. Quote subtotal (services + add-ons)
  2. Service charges
  3. Discounts
  4. Tax
  5. Final total
Auto-applied charges appear on new quotes but can be removed manually. Manual charges can be added individually when editing quotes.

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Working with Service Charges

Adding charges to quotes:
  • Auto-applied charges appear automatically on new quotes
  • Add manual charges using the service charges dropdown
  • Remove any charge by clicking the trash icon
  • Charges apply to all line items except gratuity
What customers see:
  • Service charges display as separate line items
  • Included in quote total calculations
  • Visible in both V1 and V2 quote presentations
From quote to invoice:
  • Service charges automatically carry over from quotes
  • Adjust amounts during invoice editing if needed
  • Appear as line items on customer invoices
  • Included in payment calculations
How taxable charges work:
  • Taxable charges: Included in tax calculations
  • Non-taxable charges: Added after tax calculation
  • Respects your location-based tax settings
  • Shows tax breakdown to customers

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Common Examples

Use CaseTypeValueTaxableAuto-Apply
GratuityPercentage20%YesYes
Corkage FeeFlat$75NoNo
Service FeePercentage10%YesYes

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Application Rules

What gets charged:
  • Applies to all line items EXCEPT gratuity
  • Percentage charges calculate from subtotal of applicable items
  • Flat charges add fixed amount regardless of quote value
Customer visibility:
  • Shows on quote presentations (V1 and V2)
  • Appears on booking confirmation forms
  • Listed as separate line items on invoices
  • Included in all total calculations

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Integration

Service charges work with:
  • Discounts (applied after charges)
  • Tax rates (respects location settings)
  • QuickBooks (syncs as line items)
  • Invoices (carries through from quotes)
  • Quote View V2 (displays in modern interface)
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