Surcharges & Discounts on Quotes

Quotes support percentage-based surcharges and discounts that are calculated against the combined product, and task line subtotals. If the Add Surcharge/Discount button is not available, sure you have enabled this function in your settings (Administration -> Settings -> Invoice -> Enable Percentage Line Items)

• Adding a Surcharge or Discount
  • Reordering Lines
  • Removing a Surcharge or Discount
• How Amounts are Calculated
• Quote Document Templates
• Approved Quotes and Projects and Stock Sales

Adding a Surcharge or Discount

At the bottom of new or edit quote page, click Add Surcharge / Discount button. 

The basic discount or surcharge entry will display:

Complete the following fields:

• Type – Select Surcharge to add a charge or Discount to subtract from the total.
• Name – Enter a description for the line or lookup and select a preset discount or surcharge template, which will auto-fill the remaining fields.
• % – The percentage discount or surcharge to apply.
• Amount – Displays the calculated discount or surcharge based on the quote's current billable totals.

If you need to enter or view further details, click on the ∙∙∙ icon.

This will expand the surcharge discount to enter or view advanced fields

• Tax Type – Is the discount or surcharge taxed? Will default to you default sales tax setting
• GL Code – The general ledger account code for accounting integration for the discount line. Will default to your default sales GL setting.
• Tax – Calculated tax total for the discount or surcharge.

Reordering Lines

If you have more than one surcharge or discount lines on the quote, they can be reordered by dragging them up and down in the order as per products and tasks.

Removing a Surcharge or Discount

Click the X icon on the right side of the row to delete it. 

Note: For previously saved lines, the row is hidden and marked for deletion — the removal takes effect when you save the quote.

How Amounts are Calculated

The surcharge or discount amount is calculated as:

Line Amount = (Product Subtotal + Task Subtotal) × Percentage / 100

For discount lines, the amount is automatically negated. The amounts recalculate live as you change product or task line items, so the surcharge/discount values always stay in sync with the current subtotal. 

Note: Surcharges and discounts are non-compounding. Each line is calculated independently against the base product + task subtotal, not against a running total that includes other surcharges or discounts.

Quote Document Templates

To display the surcharge or discount line items on your custom document templates, update your templates with the relevant surcharge or discount fields.

Approved Quotes and Projects and Stock Sales

When a Quote is converted to a Project or Stock Sale, any surcharge and discount lines on the quote are carried across to the new transaction. The lines maintain a back-reference to the original quote line, so you can trace the origin of each surcharge or discount.