Skip to main content

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
    ​
    ​

    single Control Panel 2023-09-14 at 8.49.59 AM.png


    ​
    ​

  2. Select the invoice you would like to upcharge
    ​
    ​

    single Control Panel 2023-09-14 at 8.57.23 AM.png
  3. Scroll down to the Contract Details section and click the "..." button. Then, select "Add Line Item" from the drop down menu
    ​
    ​

    Screen Shot 2023-10-30 at 2.56.30 PM.png
    zendesknotifications (Channel) - Quipli - Slack 2024-06-17 at 3.39.15 PM.png


    ​
    ​

  4. Select Upcharge at the top of the side menu
    ​
    ​

    Quipli 1232 Control Panel 2024-06-18 at 10.48.06 AM.png
  5. Input all relevant information such as upcharge name, Amount, Quantity, Comments, Tax Applicable
    ​
    ​

    Quipli 1232 Control Panel 2024-06-18 at 10.51.30 AM.png
  6. Click "Add Line Item"
    ​

    Quipli 1232 Control Panel 2024-06-17 at 3.44.16 PM.png
  7. If charging immediately, add payment and click "Upcharge $xx.xx Now"
    ​
    ​

    Quipli 1232 Control Panel 2024-06-18 at 10.52.43 AM.png
  8. If not charging immediately, click "No."
    ​
    ​

    Quipli 1232 Control Panel 2024-06-17 at 3.48.30 PM.png
  9. The Upcharge line item will show up under the Invoice Details
    ​
    ​

    ! zendesknotifications (Channel) - Quipli - 2 new items - Slack 2024-06-18 at 10.55.41 AM.png
  10. If "No" was selected and payment was not collected, the balance will update on the invoice and you can click "Pay."
    ​
    ​

    zendesknotifications (Channel) - Quipli - 2 new items - Slack 2024-06-18 at 10.59.23 AM.png
  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


    ​
    ​
    ​

Did this answer your question?