How to use Percentage-Based Items to automatically charge convenience fee?

How to use Percentage-Based Items to automatically charge convenience fee?

Tired of manually calculating convenience fees for credit card transactions or Net 30 invoices? RepairDesk makes it simpler with automated percentage-based fees, saving you time and eliminating costly errors. In this guide, you'll learn how to set up custom fees and automate charges on invoices while staying tax compliant across online and offline payments.

Watch this quick video to learn how to use this feature: 


Here's how you can go about it:
Setup and Add Convenience Fee at POS
  1. In POS, navigate to Inventory > Miscellaneous.
  2. Tap Miscellaneous, item creation popup will open.
  3. In the Type dropdown, select Percentage of Total (%).
  4. Fill in details of the Convenience Fee (Calculation, Name, Description, Percentage, Tax Classes, POS Toggle) and Save.
  5. To apply the Convenience Fee simply add it to Cart in the POS.
FAQs

How is the % field calculated?

When ‘%’ type miscellaneous item is added to cart, the system adjusts the ‘Total Price’ by adding the ‘%’ amount to the total. For Example:

  • $100 item added to cart
  • Convenience Fee: 5% added to cart.
  • New Item Total: $100 + ($100 * 5%) = $105

Will the convenience fees be added after adding tax or before? You can select from the dropdown to decide whether calculation will be done before or after tax.


Will the convenience fees be added after adding discount?

Yes, the Convenience Fees will be calculated after adding Discount.
Can more than one percentage based item be added per transaction?
No, for each transaction only one percentage based item can be added.
Does a percentage-based fee update automatically when I change a reopened invoice?

Yes. When you reopen an invoice or estimate and add, remove, or modify items, any percentage-based line item (such as a convenience fee or surcharge) now recalculates in real time against the updated cart total. The line item is briefly highlighted so you can see the change, and the invoice total and balance due update accordingly — no need to delete and re-add the fee. This applies to reopened paid invoices, partially paid invoices, and estimates being modified.

Can I manually edit the recalculated fee amount?

No. The percentage line item stays a calculated value — its amount is always driven by the percentage you set and the current cart total, so it can't be edited directly. Your percentage value and the "Before Tax / After Tax" calculation setting stay exactly as configured; only the resulting amount updates. If you remove the line item entirely, no further recalculation happens.