How do I add flat fees and surcharges to an invoice?

You can add flat fees and surcharges to your invoice or estimate.

Android / BlackBerry 10

  • From the main invoice screen, tap Add Item.
  • From the Item list, tap the + to create a new item.
  • Name the item with the name of your fee. You can also use a generic term such as "Fee", and enter a more specific description in the Description field.
  • Enter your default price for this fee.
  • Save the Item to add it your Item list. You will now be able to use it in any of your invoices or estimates.
  • Update any of the item details, and add it to your invoice.
  • Continue creating your invoice as usual.
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