How to add 'Surcharge' ?

There are 3 different ways to add surcharge

1. For 'Selected items'

2. For 'Entire invoice'

3. For only 'equipment items' (but not for labor items)

1. Surcharge for 'selected items': We can now add surcharge to 'selected items' by selecting 'Equipment Only' under 'Apply surcharge' drop down along with surcharge percentage and we also need to select surcharge item under surcharge item id on the company screen. We need to turn on 'Surcharge' toggle in both ticket line item screen and job screen.

Go to company screen

Go to the line item screen and turn on 'Surcharge' toggle

Go to the job and turn on 'Surcharge' toggle

And then generate invoice for that job to see the surcharge.

2. For 'Entire invoice' We can now add surcharge for the entire invoice by selecting 'Entire Invoice' under 'Apply surcharge' drop down along with surcharge percentage and we also need to select surcharge item under surcharge item id on the company screen. We need to turn on 'Surcharge' toggle in the job screen.

Go to company screen ->

Job->

Invoice->

3. For only 'equipment items': We can now add surcharge for only equipment items(but not labor) by selecting 'Equipment Only' under 'Apply surcharge' drop down along with surcharge percentage and we also need to select surcharge item under surcharge item id on the company screen. We need to turn on 'Surcharge' toggle in the job screen.

Company screen ->

Job screen->

Invoice ->