Surcharges & Discounts on Quotes

Modified on Wed, 8 Apr at 9:12 AM

When the Percentage Line Items feature is enabled, you can add percentage-based surcharges and discounts to any Quote. These lines are calculated against the combined product and task subtotal and are included in the quote total presented to your client.

Adding a Surcharge or Discount

On the Quote edit page, scroll down past the Product and Task line item tables. You will see an Add Surcharge / Discount button. Click it to add a new row to the surcharges table.

Each surcharge or discount row contains the following fields:

Type – Select Surcharge to add a charge or Discount to subtract from the total.
Name – A description for the line (e.g. “Fuel Levy”). This field supports type-ahead search — start typing to find and select a saved template, which will auto-fill the remaining fields.
% – The percentage to apply. For example, enter 5 for a 5% surcharge.
Tax Type – The tax treatment for this line. Select from your configured tax rates or leave as “None”. (Visible via the details toggle.)
GL Code – The general ledger account code for accounting integration. (Visible via the details toggle.)
Amount – Automatically calculated as the percentage of the product + task subtotal. For discounts, this displays as a negative value.
Tax – The tax amount, calculated from the line amount and selected tax rate. (Visible via the details toggle.)

Click the … (ellipsis) icon in the table header to show or hide the detail columns (Tax Type, GL Code, and Tax).

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.

Reordering Lines

Surcharge and discount lines can be reordered by dragging them within the table. The sort order is preserved when the quote is saved.

Removing a Surcharge or Discount

Click the delete icon on the right side of the row to remove it. For previously saved lines, the row is hidden and marked for deletion — the removal takes effect when you save the quote.

Flow-Through to 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.