Managing Fees, Discounts, and Taxes on an Estimate
You can adjust the financial layers of an existing project directly from the "Edit Estimate" page.
Open the project you wish to edit and navigate to the Edit Estimate page.
Click the Info tab located next to the Estimate tab.
Scroll down to the Fees, Discounts & Taxes section. Here you can add, remove, or adjust these items for your specific project.
If you have previously saved items in your system settings, they will appear here. Select an existing fee, discount, or tax from the list to apply it.
To create a new one-off item, click on + Fee, + Discount, or + Tax.
Select the dropdown menu and click Create custom.
Enter the specific details and rates for the new item and click Save.
Configuring Global System Settings
To save time on future estimates, you should configure your standard rates within your global settings.
Navigate to Settings from the main menu.
In the left-hand sidebar, click Fees, Discounts & Taxes.
Use the + Fee, + Tax, or+ Discount buttons to define your standard fees, discounts, or other recurring adjustments.
Enabling System-Wide Tax Calculations
For the system to automatically calculate tax for your line items, you must enable the tax toggle in your project defaults.
Go to Settings > Projects.
Under the Pricing section, locate the checkbox for Enable tax for all items.
Ensure this box is checked to allow the system to apply tax logic to your estimate line items.
Troubleshooting
Tax not calculating on line items: If you have added a tax rate but do not see it reflected in the total, return to Settings > Projects and verify that Enable tax for all items is toggled on. If you enabled this after you already created the project, it will not work retroactively for already created projects. You will have to follow the steps to enable tax at the Project level by going into your edit estimate page, ensuring tax is set up there, and then making sure that line items within your estimate that you'd like taxed have the Taxable option enabled.
Missing "Create Custom" option: Ensure you have clicked the + button for the specific category (Fee, Discount, or Tax) first to trigger the selection dropdown.
FAQs
Do changes in Global Settings update old estimates? No, changes made in the main Settings menu will apply to new estimates. Existing estimates must be updated individually via the Info tab.
Can I apply multiple discounts to one project? Yes, you can add multiple discount line items (e.g., a "Friends and Family" discount and a "Seasonal Promotion") within the Fees, Discounts & Taxes section.
Is the Project Management Fee taxable? This depends on your local regulations. You can toggle the Taxable status to "Yes" or "No" when creating the fee in your system settings.