How to use Fees, Discounts, and Tax Overrides
Fees, Discounts, and Tax Overrides help your shop customize pricing and billing workflows for specific customers, orders, and production scenarios inside Printavo. This article walks through how to apply pricing adjustments, discounts, fees, and tax overrides so your team can create more accurate quotes and invoices while managing customer-specific billing needs more efficiently.
In this article we will cover the following:
A Disclaimer About Fees:Before implementing custom fees (including surcharging, convenience fees, credit card fees, etc.) we strongly recommend that you look into the applicable laws and regulations first. There are VERY STRICT rules that govern who, how and the manner in which this practice can be done, these can be determined by federal laws, state laws, card brands, etc. Failure to comply with the laws and regulations can result in severe fees and penalties. We recommend utilizing percentage-based fees for Rush Fees or Late Fees only. If you are wanting to implement surcharging or other such fees but are unable to due to the laws and regulations, we recommend utilizing the markups within pricing matrices, please see the article on Pricing Matrices for more info. |
How do I use Invoice Fees?
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Head to My Account, via the profile icon in the upper right of your Printavo account.
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Click Invoice Fees on the left side of your account view.
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Select New Fee and enter the fee you wish to create. You can choose the name of the fee, the description of the fee, the amount (choose from either a fixed amount fee or a percentage-based fee in the dropdown), whether the fee will be taxed, and whether the fee will be added by default in all quotes and invoices that are created.
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When creating a new invoice or editing an existing one, at the bottom you can add a fee that you made in the prior steps or create a new one.
Note: If the fee was setup as default fee, it will already be added in this section.
Note #2: Percentage Fees will not show as a percentage on the Public Invoice. Shops’ customers will just see the total dollar amount reflected
How do I use Discounts?
- Enter a custom discount amount and choose whether it's a percentage-based discount or fixed rate discount via the dropdown on the right.
How do I use Tax Overrides?
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If you wish to override the sales tax that is populated by the value in the Customer profile or Invoice Information enter your custom percentage here.
Note: If there is no sales tax allocated in the customer profile, the tax field will use the sales tax in the Invoice Information under My Account.
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