If you charge service fees, Melio 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 - Sign in to your Melio account.
2 - Select Get Paid on the left sidebar.
3 - Select +Create invoice at the top right in the Get Paid dashboard.
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 and delete it from the invoice.
Adding a service charge in the Settings
1 - Sign in to your Melio account.
2 - Select Settings on the left sidebar.
3 - In the Get Paid section, select Invoice items.
4 - In the Invoice items, select the Service charges tab.
5 - Select the Add service charge button.
6 - 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 $.
7 - 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: