Mark Up | Fees: How do I apply fees, such as credit card processing fees to an estimate?

To add fees to your estimate, you’ll want to add them as a line item using the steps below:

  1. Navigate to the folder where the estimate is saved
  2. Tap into the estimate to view the line items
  3. Tap any + Item on the far right
  4. Label the new line item such as fees or credit card processing fee
  5. Select the unit as 1
  6. Add the price
  7. Tap Save
  8. This will now be added as a line item in the estimate
  9. You can let the client see or or elect to hide it when sending by removing the ability for them to see line items