📝 Overview
Fees can be created and managed in the Inventory module. Once a fee item has been created, it can be applied directly to an invoice or attached to an existing inventory item — automatically factoring into that item's price. Common examples include dispensing fees, blood draw fees, and hazardous waste fees.
🔑 Creating a Fee Item
Fees are technically their own item, which can then be attached to another inventory item or added on an invoice as a standalone line item. The first step to attaching a fee to an item, is to create the fee within inventory.
From the quick add icon, select New Inventory Item
Enter the name of the fee in the Name field
Select the appropriate subcategory under the Administrative Fees category. This step is required in order to attach the fee to an item later
Enter the price in the Base Price field
Click Save + Done
💡 Tip: If you have multiple dispensing fees, it's recommended to include the price in the name (e.g., "Dispensing Fee - $5.00") to make items easier to identify later.
💡 Need to learn more about adding a new item or creating new subcategories? Click the related button below.
🧾 Applying Fees
After a fee item has been created, it can be applied to individual items on an invoice or added directly as a line item.
Attaching a Fee to an Item's Profile
Fees can be attached directly to an item's profile in the Inventory module. When configured this way, the fee is automatically included in the price charged to the client.
Follow these steps to attach a fee to an item:
Navigate to the applicable inventory item
Click Edit Item
Click the box in the Fees field and select the desired fee(s) from the drop-down list.
Click Save + Done
💡 Once a fee is added to an inventory item, that fee is applied every time the item is used. The client does not see the fee, as it is automatically applied to the item.
Applying a Fee to an Item on the Invoice
If an item does not have a fee attached to it's profile, you can add it to the line item from the New Record form from the invoice.
Either edit the item, or add a new item as needed
Click the box in the Fees field and select the desired fee(s)
Click Save + Done.
Adding a Fee as a Line Item on the Invoice
Go to the invoice
Click Items, then select Add New Item
Search for the desired fee item and save the new record
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Why do I need to select a subcategory under Administrative Fees?
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Selecting a subcategory under the Administrative Fees category is required for the system to recognize the item as a fee. Without this designation, the fee cannot be attached to other inventory items.
Can I attach more than one fee to an item?
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Yes. When editing an item or applying fees on the invoice, you can select multiple fees from the drop-down list.
What's the difference between applying a fee to an item on the invoice versus attaching it to an item's profile?
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Click the arrow to see the answer
Applying a fee on the invoice is a one-time, manual selection made at the point of billing. Attaching a fee to an item's profile means the fee is automatically included whenever that item is added to an invoice — no manual selection required.