If you charge service fees, Gusto Invoicing makes it easy to include them on your invoices.
This article contains the following sections:
- Adding a service charge when creating an invoice
- Adding a service charge in the Settings
- How taxes and surcharges are calculated
Adding a service charge when creating an invoice
1 - In your Gusto Dashboard, select Finances from the left-hand sidebar.
2 - Select Invoices.
3 - In the Invoicing dashboard, select the +Create invoice.
4 - On the Create invoice screen, find the Invoice items section. Then, select +Add service charge.
5 - An Add service charge pop-up window will appear. Here, you can enter the service charge details:
- Service charge name: Type the service charge name and select +Add new service charge.
If you have already used the service charges, there is no need to add the same service charge again. You can type its name in the search bar and select it from the drop-down list.
-
Service charge type:
- Percentage
- Fixed amount
- Value: percentage or amount in $.
6 - After submitting all the details, select the Save button at the bottom right to complete the process.
That’s it. You successfully added a service charge to the invoice. You will see that it applies to the invoice amount.
How do I remove the service charge from the invoice?
1 - Hover over the service charge name to see the icon.
2 - Select this icon to delete it from the invoice.
Adding a service charge in the Settings
1 - In your Gusto Dashboard, select Finances from the left-hand sidebar.
2 - Select Invoices.
3 - In the Invoicing dashboard, select the Settings icon on the right side.
4 - In the Invoicing section, select Invoice items.
5 - In the Invoice items, select the Service charges tab.
6 - Select the Add service charge button.
7 - An Add service charge pop-up window will appear. Here, you can enter the service charge details:
- Service charge name.
-
Service charge type:
- Percentage
- Fixed amount
- Value: percentage or amount in $.
8 - After submitting all the details, select the Save button at the bottom right to complete the process.
That’s it. You successfully added a service charge, which can be added to your future invoices.
How taxes and surcharges are calculated
- Tax is applied to the subtotal of taxable items, after discounts have been applied.
- Discounts are prorated between taxable and non-taxable items.
- Surcharge is applied to the entire item's subtotal, after discounts and including tax.
See the example below: