Item fees should not be used for credit card surcharging. You are responsible for adhering to any fee-related regulations in your region.

There may be circumstances where you need to add an additional fee to the cost of a good or service, like a fee for special handling, premium services, or regulatory compliance.

For example, if an item fee of 5% is set up for an e-bike, when that item is added to a transaction, the environmental fee (5% of the item’s retail price) is automatically added to the sale total alongside the item.

Item fees are not applicable to invoices or online sales.

Setting up a new item fee

To set up a new item fee:

1. Navigate to Items > Item Fees.

2. In the top right corner, click + Add Item Fee.

   

3. Enter a Fee Name and Fee Percentage.

   

4. (Optional) Check the Set a maximum amount this fee can charge box to cap the dollar amount of the fee. For example, set a 5% environment fee for e-bikes, unless that 5% fee equates to more than $100.

5. Under Apply Fee to Items, click the dropdown and check the box next to the items you want to apply the fee to.

   

   An item can only be added to one item fee group. If an item has already been added to another item fee group, you won’t be able to select it from the dropdown.

6. Click Save.

Editing item fees

1. Navigate to Items > Item Fees.

2. Click the name of the item fee.

   

3. Adjust settings, apply items, or click the trash can icon next to an item to remove it from the item fee group.

   

4. Click Save.

To delete an item fee, click Delete at the bottom of the page > Delete. This action can’t be undone.

Updates made to item fees will be visible in the change log (Settings > Change Log).

Viewing item fees at the register

To view item fees listed during a transaction:

1. On the register, navigate to the New Sale screen.

2. Add items to the sale. If an item has an item fee applied, the fee name and amount will be listed under the item name on the left. The Total Fees amount will be listed on the right before the sale total.

   

The receipt will list the item fee name and amount per item, as well as the total fees.

Viewing item fees in the Transactions report

If a fee has been added to an item and the item is sold, the fee will be visible on the Transactions report.

1. Navigate to Reports > Transactions.
2. Adjust the date range as needed.
3. Click a line item to expand its details.

4. Review the item fee that was applied to the transaction.

   

Exporting item fees from the Transactions report

1. Navigate to Reports > Transactions.
2. Adjust the date range as needed.

3. Click Export > Export Transactions by Item.

   

4. From your Downloads folder, open the export file to review the item fees.