Operations
Service Charges
Add percentage or flat fees to quotes and invoices
Overview
Service charges add percentage-based or flat fees to quotes and invoices. Common uses: gratuity, service fees, corkage fees.Creating Service Charges
Navigate to Settings > Service Charges and click Create Service Charge.Configuration
Configuration
Required fields:
- Name: e.g., “Service Fee”, “Corkage Fee”
- Type: Percentage or Flat Amount
- Value: Percentage (0-100%) or dollar amount
- Taxable: Include in tax calculations
- Auto-Apply: Add to all new quotes automatically
Percentage charges calculate from quote subtotal before tax.
Managing Charges
Edit & Delete
Edit & Delete
- 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
How It Works
Calculation order:- Quote subtotal (services + add-ons)
- Service charges
- Discounts
- Tax
- Final total
Working with Service Charges
In Quote Editing
In Quote Editing
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
- Service charges display as separate line items
- Included in quote total calculations
- Visible in both V1 and V2 quote presentations
In Invoice Editing
In Invoice Editing
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
Tax Configuration
Tax Configuration
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
Common Examples
| Use Case | Type | Value | Taxable | Auto-Apply |
|---|---|---|---|---|
| Gratuity | Percentage | 20% | Yes | Yes |
| Corkage Fee | Flat | $75 | No | No |
| Service Fee | Percentage | 10% | Yes | Yes |
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
- Shows on quote presentations (V1 and V2)
- Appears on booking confirmation forms
- Listed as separate line items on invoices
- Included in all total calculations
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)