Add "handling fee" to invoice based on total invoice amount

@hillel @david

I hope one of you guys might have an answer for me :slight_smile:

I’m not sure if this is possible, but I would like to add a handling fee to my invoices.
This will be a percentage based on the total invoice value.
Handling fee is 2% regardless.

For example, total line items on invoice comes to R10 000.
Handling fee will be R10 000 X 2% = R200.

The R200 must then be added to the total value payable by the client, thus it will be R10 000 + R200 = R10 200.

I know there is somewhere to add a discount, but no markup or fee based on a percentage.
And is there a way to display this on the invoice as well ?

Thanks in advance!


You can set to the discount to amount or percent but you’d have to use a negative value which may not be ideal. Another option may be to use an invoice level tax?

Note: no need to tag us, we’ll see the new issue.

Hi hillel,

Yep the tax level seems to be working out. But is there any way to include that on the invoice as a line item or show the amount ?

Noted, won’t tag you in future

Maybe you can use a line item tax instead?

I did try that, however is there a way to change the column name from “Tax” to “Handling Fee” because it isnt really tax.
I’m sure if I fiddle around with the HTML code I might find something

It may work to set a custom label on Settings > Localization

You’re a genius!!! Thanks
Just one more, any chance it will show the calcuated amount instead of the 2% ?

You can change to the tax amount field on Settings > Invoice Designs > Product Columns.

Yep that works.
I found another way as well.

Instead of implementing line item tax, I have the invoice tax enabled.
And under Settings > Invoice Designs > Total Fields, I added the total tax.
And on the invoice I would select the 2% handling fee and now it comes up before the invoice total as I wanted it to.

Thanks hillel ! Much appreciated.
This software really is amazing as to how you can customize it to your needs…

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