To add a service fee, please follow the steps below:
Go to the Financials page in your left-side project navigation and open the Summary tab.
Click on the Plus icon and then Add New Service Fee.
βFill in the Service fee name (this is the only mandatory field).
Choose the Fee type from the drop-down list or Add a new one.
βIndicate all applicable information:
Service Date
Room
Vendor
Unit Cost
Markup
Client Unit Price
Total Client Price
If the Item is Taxable
Description
β
Click Add to save your service fee.
To edit or delete your service fee, click on the three-dotted menu next to it in the Financials Summary and choose the action from the drop-down menu.
Note: You will only be able to add and view service fees on the Financials page. You can add service fees to Orders, Estimates and Invoices.