Adding an upcharge to quotes

* Applies to legacy JobTracker Quoting only

Question

I'd like to add a 3% up-charge to every quote to cover credit-card fees. If the customer pays by check or cash, they'll remove the charge.

Answer

You can add a negative discount. Here's how:

  1. On the quote, click the Edit Revision Info... button.
  2. Enter the discount %. Make this a negative number to increase the price.
  3. To hide the "Discount" line item, check the box marked Apply discount to each quote line.
  4. After you click OK, the line items will reflect the discount, and there won't be a separate line showing the discount.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us