OneBill: How to Add a Surcharge to Invoices
Written by Marissa Orsini
Updated at February 23rd, 2024
Table of Contents
Scope
The following steps will show you how to add a cost recovery fee or any surcharge of your choice to invoices for your customers.
Requirements
- Access to OneBill
- Log in to OneBill.
- Go to Pricing > Rules
- Click on the Bill Time Charge rule name.
- Click Add Rule.
- Enter the following information
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Bill Amount: Greater Than or Equal To.
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Enter Bill Amount here: 0
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Charge Description: Is Set To <whatever you would like to call the surcharge> I recommend putting it in all caps so that it blends in with the taxes.
- Go to action and select Percentage of Bill Amount.
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Percentage of Bill Is Set To <whatever percentage you would like to charge for the fee>
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Bill Amount: Greater Than or Equal To.
- Click Save.
