To add fees to your estimate, you’ll want to add them as a line item using the steps below:
- Navigate to the folder where the estimate is saved
- Tap into the estimate to view the line items
- Tap any + Item on the far right
- Label the new line item such as fees or credit card processing fee
- Select the unit as 1
- Add the price
- Tap Save
- This will now be added as a line item in the estimate
- You can let the client see or or elect to hide it when sending by removing the ability for them to see line items