Creating, managing, and adding custom fees to invoices in Moxie Suite

This article will guide you on creating, managing, and adding custom fees in Moxie Suite.

Jump to a section

Navigating to fees

Creating a custom fee

Editing and deleting fees

Adding a fee to an invoice

Loom Video

Navigating to fees

1. Log in to your Moxie Suite account using this link.

2. Within the Global Nav click Settings > Discounts & fees 

 

3. Once on the Discounts & Fees page, select Fees

Creating a custom fee

1. Navigate to Settings > Discounts & Fees > Fees (see previous section for images)

2. On the Fees page click + Add a fee button

3. Enter a fee reason and either a flat dollar amount or percentage. Then click on Add. The fee will now be available to add to your invoices.

Editing and deleting fees

1. Navigate to Settings > Discounts & Fees > Fees (see previous section for images)

2. Find the fee you'd like to edit and click on the ellipses > Edit.

 

3. You can now update any information previously entered. When finished click Save to finalize the changes. 

4. If you'd like to delete a fee simply click on the ellipses > Delete

5. A pop-up will appear asking you to confirm the deletion request as it is not reversible. Click Delete to continue. 

Adding a fee to an invoice

1. When checking a client out scroll down to the Fees section and click + Add a fee

 

2. Select the desired fee from the new page. Then click Save.

 

3. The fee will appear as a separate line item on the invoice.