Setting and Applying Surcharges in FCS
FCS allows companies to create & apply surcharge entries covering specific charges, fees, etc. that are regularly applied to their invoices, so users don’t have to keep creating them manually over & over.
Go to ToolBox, then click Admin.
Click on Service Dispatch Settings.
Scroll to the bottom of the page and click “add new surcharge”.
Input the relevant information for the new surcharge; charges can be set to a flat rate or percentage, and can be made taxable if needed.
Select which invoice types you want the surcharge to be applied to by default (if any), then click “save”.
The new surcharge will appear in the list and can be edited or disabled as needed.
When editing an invoice, you now have the option to add a surcharge manually.
You will be prompted to select an existing surcharge, or create a new custom surcharge (as a one-off; repeat surcharges should be created through the Service Dispatch settings as shown above).
The new surcharge will appear on the invoice, and can be deleted if necessary.