I fully agree there should be the ability for the system to calculate and add a credit card fee, Bank Fee, or other standard fees. As you are setting up the fees you should have the option to choose a percentage or a fixed (daily, weekly, monthly, per invoice) rate.
What we are currently doing as a workaround is factoring in the credit card fee and adding it to the billing rate. We then document this with the client in the admission paperwork. i.e. the bill rate is $40/hour, then the credit card fee is $0.80/hour and we bill the client $40.80/hour. In the admission paperwork the client signs it shows this calculation and that the final bill rate will be.
For other fees that are billed on a flat rate like, we created a fake service named something like "Other Fees" we then created a single 15-minute weekly recurring schedule with a bill rate of $0.00 and attach any recurring expenses to that schedule. Then, at least on the invoice the expenses show up under a single "Other Fees" line item.
This is still a little clunky, but it is better than the fee showing up under a specific shift. The draw backs is it will throw off any of your hours reports by 15 min.
Ultimately, there needs to be a way to add fixed and percentage recurring fees that are automatically generated on the invoice.
I fully agree there should be the ability for the system to calculate and add a credit card fee, Bank Fee, or other standard fees. As you are setting up the fees you should have the option to choose a percentage or a fixed (daily, weekly, monthly, per invoice) rate.
What we are currently doing as a workaround is factoring in the credit card fee and adding it to the billing rate. We then document this with the client in the admission paperwork. i.e. the bill rate is $40/hour, then the credit card fee is $0.80/hour and we bill the client $40.80/hour. In the admission paperwork the client signs it shows this calculation and that the final bill rate will be.
For other fees that are billed on a flat rate like, we created a fake service named something like "Other Fees" we then created a single 15-minute weekly recurring schedule with a bill rate of $0.00 and attach any recurring expenses to that schedule. Then, at least on the invoice the expenses show up under a single "Other Fees" line item.
This is still a little clunky, but it is better than the fee showing up under a specific shift. The draw backs is it will throw off any of your hours reports by 15 min.
Ultimately, there needs to be a way to add fixed and percentage recurring fees that are automatically generated on the invoice.