Setting Up Technology Fees

You can cover the cost of processing invoices by charging technology fees to your customers.

Step 1

From the dashboard, navigate to Tools > Technology Fees.

Step 2

Set up your technology fees and Save

  • Switch Add Technology Fees to On
  • Set the Fee Type Note: Only percentage amount is available currently 
  • Set the Technology Fee Amount



To Update for All Existing Customers

Step 1

If you want to activate this setting for all existing customers navigate to Control Panel > Customer Defaults > General > Update individual settings for current customers.

Step 2 

  • Select the setting name Charge Technology Fees
  • Set the value Yes
  • Click Set value to all customers



To Update for Specific Customers

Step 1

Navigate to Customers > Select the customer. 


Step 2

Go to Advanced Options > Edit.

Step 3 

Turn to toggle to Yes next to Charge Technology Fees. Then click Update Customer.