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How to Upcharge a Customer

Add an upcharge line item to an invoice, set the amount, quantity, and tax, then either charge it immediately or add it to the balance.

Upcharging a customer instructions:

  1. Go to Orders > Orders

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  2. Select the invoice you would like to upcharge

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  3. Scroll down to the Contract Details section and click the "..." button. Then, select "Add Line Item" from the drop down menu

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  4. Select Upcharge at the top of the side menu

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  5. Input all relevant information such as upcharge name, Amount, Quantity, Comments, Tax Applicable

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  6. Click "Add Line Item"

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  7. If charging immediately, add payment and click "Upcharge $xx.xx Now"

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  8. If not charging immediately, click "No."

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  9. The Upcharge line item will show up under the Invoice Details

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  10. If "No" was selected and payment was not collected, the balance will update on the invoice and you can click "Pay."

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  11. If you charged immediately, payment will show up under the Payment History section of the Invoice Details

    ! zendesknotifications (Channel) - Quipli - 2 new items - Slack 2024-06-18 at 10.56.57 AM.png




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