How Do I Pass Fees Onto Clients?

There are 2 ways to pass fees onto clients. You can create the fee as an Other Cost or you can create the fee as an item.

Adding Other Cost

Create an Other Costs record (this will only be done once for setup purposes).

Add the Convenience Fee to the item.

Creating Fees as an Item

Create an Other Costs Record

First, you should create an Other Cost for "Convenience Fee". 

You can name this whatever you like.

• Select Settings
• Select Other Costs
• Select New

For the purposes of this demonstration, we created an income account called "Convenience Fee Income" and an expense account called "Convenience Fee Expense".

You will not have these accounts by default but can add them if you like within your Chart of Accounts. 

Alternately, you can use an existing account.

Add Convenience Fee to the item

• Open the item
• Click Other Costs
• Select "convenience fee" (or whatever you named yours)
• Enter the amount to charge your client in the "Selling" field
• Save and Close

Creating Fees as an Item

Just like creating a regular item, start by:

• Click on + New and select Item
• Select the Client/Project and your firm as the Vendor (you might need to create a vendor address for your firm)
• Assign it a Sales Code (This step should be done prior to creating the item
• Enter in the Unit Cost
• Save and Close

At this point, you can add an item or client description and add it to a proposal or invoice. If you are working with a percentage rather than a flat fee, you would have to manually calculate the amount for either option.