Charge a percent of your invoiced services to account for fuel expenses.
In this article, you'll learn how to use the Fuel Surcharge feature to add an extra charge to your invoices.
Step 1: Start by clicking the gear cog located at the top right of your screen.
Step 2: Navigate to the services tab.
Step 3: Add a new service by clicking the plus add new button.
Step 4: After adding your service, click the gear cog again.
Step 5: Proceed to Company settings.
Step 6: Switch to the job settings on the left.
Step 7: Under your default job surcharge service, add the service you just created, such as the fuel surcharge.
Step 8: Select the service.
Step 9: You'll now have the option to set the surcharge as a percentage or a flat rate.
Step 10: For this example, we're setting a 3% surcharge. Remember to save your changes.
Be mindful that every future job moving forward will now include a fuel surcharge.
Step 11: To demonstrate, let's create a new job. Click add new.
Step 12: Enter the customer details.
Step 13: Click Add to create the job.
Step 14: Add your service and set a price.
Step 15: Change the job status to work order.
Step 16: Save your changes and proceed to invoice.
Step 17: To verify the surcharge, go to the details tab. You'll see the 3% surcharge applied.
If you need to remove the surcharge, simply click None.
Step 18: When you go back to the job and select Action Invoice, you'll see the fuel surcharge line item.
The surcharge is 3% of the total, which in this case is $3.
You can always disable this setting in the company settings. If you need to apply the surcharge to past jobs, go to your job listing, select the services, choose Action, and then Update Surcharge or Remove Surcharge.
That's how you use the Fuel Surcharge feature.