Surcharge on Invoices

Surcharge is an additional charge you can apply to invoices, separate from tax. It works similarly to tax — you can set a global default in Finance Settings and apply or override it at the invoice or line level. Surcharge shows up as its own line in the invoice summary so clients can see exactly what they're being charged.

1. Go to Finance → Settings
2. Find the Surcharge field (alongside the global tax rate)
3. Enter your default surcharge rate
4. Save your settings

1. Open the invoice in the editor
2. In the Properties Panel, choose whether to apply the global surcharge
3. Review the surcharge rate fields — you can accept the global default or enter a custom rate
4. To override surcharge for a specific line item, set the surcharge rate at the line level

Override behavior: If a line-level surcharge is set, it takes precedence over the document/global rate. If no surcharge is configured at any level, surcharge defaults to 0.

• Subtotal — Sum of line items
• Tax — Calculated from discounted subtotal
• Surcharge — Calculated from discounted subtotal (independently from tax)
• Total — Discounted subtotal + tax + surcharge

• Invoices & Billing
• Setting up Finance Settings
• How to Create and Manage Packages
• How to Create and Manage Items