- Click on Setup (may be under More…)
- Click on System Setup.
- Make sure you’re on the Defaults tab.
- Find Eco-Fee on the left side menu.
- Check the box that says Enable Automatic Eco-Fee Charge
- Decide whether you want the charge to apply Per Invoice or Per Item.
- If you choose Per Invoice, it will apply whatever Charge Amount you set to each invoice.
- If you choose Per Item then each service or product you want the fee to apply to will need to be edited within the Retail Products or Services areas.
- Description is what the customer will see for the name of the charge on the receipt.
- Charge Amount is the amount it will charge if you have Per Invoice selected.
- Charge Tax allows you to change whether you calculate tax on the Eco-Fee balance. (No Taxes selection is recommended unless you need to tax it by law.)
- Refund Eco-Fee is an option that shows up when you select Per Item. It makes it so the Eco-Fee refunds if the service or product is refunded.
Once this is all set up, Eco-Fees will start applying automatically to all applicable invoices.