Settings → Fees is where a shop configures its own list of extra charges — Shop Supplies, an EPA/Hazmat fee, a Disposal fee, a Fuel/Travel Surcharge, a Rush fee, or anything else you want to charge alongside tax. It lives on the Settings page (`/app/settings/fees`), right next to Settings → Sales Tax. Adding, editing, and deleting fees requires the same permission that gates Settings → Sales Tax — Owner and Admin have it by default. Anyone signed into the shop can view the configured list, even without permission to change it.
Adding a fee
Click Add fee at the top of the "Your fees" card and a dialog opens with five fields: a Name (e.g. "Shop Supplies"), a Type — Percent of subtotal or Flat dollar amount — the rate or dollar Amount itself, an Applies to dropdown (Quotes & Invoices, Quotes only, or Invoices only), and an Enabled switch. Save it and the fee lands at the bottom of the "Your fees" table. New fees are always appended to the end of the display order — there's no drag-to-reorder control on this page today, so the order you see is simply the order the fees were added in.
If you'd rather not build one from scratch, the "Common fees for auto/tint/PPF/detail shops" card below the table offers a one-tap Add for five typical shop charges — Shop Supplies, an EPA/Hazmat Fee, a Disposal Fee, a Fuel/Travel Surcharge, and a Rush/Expedite Fee — each pre-filled with a starting name, type, and rate or amount, plus a short description of what it's meant to cover. Adding one this way still leaves it fully editable afterward; nothing about the suggestion is locked in. A fee already added shows "Added" in place of "Add" so you don't create a duplicate by name.
Percent vs. flat fees — how each is charged
A percent fee is calculated as a percentage of the document's subtotal — the sum of its line items after any per-line discount, before tax is added. That's the same base your sales-tax rate is calculated on. Each enabled percent fee is computed independently off that same subtotal — fees don't stack or compound on top of each other, and fees themselves aren't subject to sales tax. A flat fee is a fixed dollar amount that doesn't move with the subtotal at all.
A fee is one or the other, never both — switching a fee's Type in the edit dialog clears whichever value doesn't apply to the new type. If a document's subtotal changes before it's finalized (a line item gets added to a draft quote, for example), a percent fee's charged amount recalculates against the new subtotal; a flat fee's amount stays fixed.
Choosing what a fee applies to
The Applies to field on each fee is one of three settings: Quotes & Invoices (the default), Quotes only, or Invoices only. Use it for a charge that only makes sense at one stage — a rush fee you only want to appear once a job is invoiced, for instance — without having to remember to remove it manually from the other document type every time.
Turning a fee on or off
The Enabled switch in the "Your fees" table works on its own, independent of everything else on the row. Flip a fee off and it stays fully configured — name, type, rate, and applies-to setting all stay in place — it just stops being added to any quote or invoice created from that point forward. Flip it back on and it resumes.
Deleting a fee
The trash icon on a fee's row asks you to confirm, then removes it. Deleting only affects quotes and invoices created afterward — any quote or invoice that already had this fee applied keeps its own copy of the name, type, and rate it was charged at, locked in independently of what's currently configured in Settings. Editing a fee's rate works the same way: it changes what future documents charge, not what's already sitting on a quote or invoice a customer has already received.
Things to know
- Adding, editing, and deleting a fee requires the same permission that gates Settings → Sales Tax — Owner and Admin have it by default; other shop roles do not by default. Viewing the configured list has no such restriction — anyone signed into the shop can see it.
- New fees are appended to the end of the list; there's no drag-to-reorder control on the Settings → Fees page itself.
- Deleting or editing a fee never changes a quote or invoice that already applied it — each document keeps its own locked-in name, type, and rate from when it was created.
- Percent fees are computed off the subtotal after line-item discounts and before tax — the same base your sales tax uses — and each enabled fee is calculated independently, not on top of one another.
- Fees are not themselves taxed and are not included in what your sales tax is calculated on.
- The five "common fees" suggestions are starting points with an editable name, type, and rate or amount — nothing about them is fixed once added.
Frequently asked questions
Q: Where do I find shop fees?
A: Settings → Fees, right next to Settings → Sales Tax.
Q: What's the difference between a percent fee and a flat fee?
A: A percent fee is calculated as a percentage of the document's subtotal (after line-item discounts, before tax) — the same base your sales tax uses. A flat fee is a fixed dollar amount that doesn't change with the subtotal. A fee is always one or the other, never both.
Q: Do multiple fees stack on top of each other?
A: No. Every enabled percent fee is calculated independently off the same subtotal — none of them compound on top of another fee, and fees aren't themselves taxed.
Q: Can I make a fee apply to quotes only, or invoices only?
A: Yes. Each fee has an "Applies to" setting — Quotes & Invoices, Quotes only, or Invoices only — so you can, for example, charge a rush fee only once a job is invoiced.
Q: If I delete or edit a fee, does it change quotes and invoices I already sent?
A: No. Each quote and invoice keeps its own locked-in copy of the fee's name, type, and rate from when it was created. Deleting or editing the fee in Settings only affects documents you create going forward.
Q: Who can add, edit, or delete fees?
A: Anyone signed into the shop can see the configured list, but adding, editing, and deleting requires the same permission that gates Settings → Sales Tax — Owner and Admin have it by default; other shop roles do not by default.