Adding & Updating Fees and Discounts in Settings

Overview

Your Supermove Billing Library contains your supplies, fees, and discounts. The following steps outline how to add and update your Fees and Discounts, to ensure it applies in a default manner when used or selected on a bill. First, let's start with the difference between each:

• Fees:A fee is an amount of money charged for a service or a privilege, typically for a specific purpose. It's an additional cost or charge.
• Discounts: A discount is a reduction in the original price or value of something. It's a deduction from the usual cost, often given as an incentive or reward, or as a means to attract customers or encourage purchases.

Adding & Updating Fees

Steps to Follow

1. In the office app, click on the Settings at the bottom of the left sidebar, then click the blue View/Edit Billing Settings button

2. Click the blue View link next to the library where the supplies should be added

3. Click the blue Add Fee button to open the Add Fee window

4. In the Add Fee window, fill out the appropriate information and click Save when you're done

• Name - Enter a name for the fee

• Minimum/ Maximum Quantity - Limits the allowable quantity of this item enter a

• Value - Enter the value for the fee

• Unit - Designate the unit for the fee ($, %, /hr)

  • For $ fees, select whether the amount should be applied before or after the subtotal

• Description - Enter a description (optional)

5. All done! If you wish to Add more, Remove a Fee, or Edit a Fee, please see the example below

Adding & Updating Discounts

Steps to Follow

1. In the office app, click on the Settings section then click the blue View/Edit Billing Settings button

2. Click the blue View link next to the library where the supplies should be added

3. Click the blue Add Discount button to open the Add Discount window

4. In the Add Discount window, fill the information below and click on Save

• Name: Enter a name for your discount

• Value: For the discount ($, %)

  • For $ discounts, the value needs to be a negative number (ie: -$10)

  • For % discounts, the value needs to be a negative percentage (ie: -10%)

  • For $ discounts, select whether the amount should be applied before or after the subtotal

• Description: (optional)

Note: If you want to update pricing for a Fee or Discount on a one-time basis, please reference the Billing Items - Adding and Editing from the Office App article to learn how to utilize Custom Items