Setting Up Surcharges

Before You Start

• Read Setting Up Discounts Staff Add at Checkout first. Surcharges use the same dialog.
• Set up your business units and service options if you want to limit a surcharge. A business unit is a line of service in your shop, for example Laundry or Bag Repair. A service option is the kind of service done on an item, for example Wash & Fold or Dry Clean. See Introduction to Business Units and Setting Up Service Options.

Where It Works

• POS: your staff tap the red + button in the cart and pick the surcharge.
• Console: your staff add it the same way when they create an order, or when they edit the items on an order that already exists.
• Online Store, Mobile App and WhatsApp mini-app: customers cannot pick a staff surcharge, and it never shows while they book. If your staff add one to their order later, customers see its name and amount on the receipt and invoice.
• Only your staff decide when to add it. A surcharge is never added on its own.

If you set this up before: the surcharge options you saved on the old Adjustment Options page are now on the Surcharges card in Settings, with the same name, value and limits.

What a Staff Surcharge Is

A staff surcharge is a saved extra fee your staff add to an order when an item needs more work than usual: a stain that needs treatment, an oversize comforter, or a rush job. You set it up once with a name and a value. At checkout, your staff tap it instead of typing a fee by hand.

Why set them up:

• Every staff member charges the same fee for the same work.
• The receipt shows a clear name, like "Stain Treatment".
• You can limit each surcharge, so staff cannot add a Bag Repair fee to a Laundry order.

If you skip this, the surcharge list in the POS cart stays empty, so your staff cannot add an extra fee at checkout. You can add surcharges any time later.

Create a Surcharge

1. Click the ⚙️ Settings icon in the top-right corner.
2. Under the Catalog & Pricing section, click Surcharges.

The Surcharges page has one list and no tabs, because every surcharge is added by staff.

3. Click Add Surcharge. The Add Surcharge Option dialog opens.

4. Fill in the fields, explained below.
5. Click Create option. The button only works once the surcharge has a name and a value.

The new surcharge appears at the bottom of the list, and in the POS cart the next time your staff open the surcharge list.

The Fields

The fields match a staff discount, except a surcharge adds money and has no How it applies field.

• Option name

Type a short, clear name, for example "Stain Treatment" or "Urgent Job 20%". This is exactly what your staff see in the cart, and what the customer sees on the receipt, the invoice and any other document the order appears on.

• Value

Click the swap arrows at the left of the box to switch between a percentage and a flat amount. A new surcharge starts on Percentage.

• Allow value modification during use

Off by default. If you turn this on, your staff can change the amount each time they add the surcharge, and switch it between Flat and Percentage. The value you save is the starting amount. Use it for work you price case by case, like a difficult repair. If it stays off, the saved amount is fixed and staff cannot change it.

• Allow multiple applications

Off by default. If you turn this on, your staff can add the same surcharge more than once on one order, and each one shows as its own row. Use it for a fee charged per item, like Stain Treatment for each stained shirt. If it stays off, the surcharge can only be added once, and the list shows it as Added after the first time.

• Business units limit

• Service options limit

Example: CleanFast Laundry's Surcharges

CleanFast Laundry has 2 business units, Laundry and Bag Repair, POS shops in Tampines and Jurong, and an Online Store. CleanFast adds 9% GST on top of its prices. If your prices already include tax (a tax-inclusive price, where the price on your list is what the customer pays), the tax stays inside the total instead.

Stain Treatment, added once per stained item

4 shirts, 3 of them stained, so staff add Stain Treatment 3 times.

• Shirt Dry Clean, 4 at $6.00: $24.00
• Subtotal: $24.00
• Stain Treatment: +$5.00
• Stain Treatment: +$5.00
• Stain Treatment: +$5.00
• Tax (9%): $3.51
• Total: $42.51

Oversize Item

• Comforter Wash, 1 at $25.00: $25.00
• Subtotal: $25.00
• Oversize Item: +$8.00
• Tax (9%): $2.97
• Total: $35.97

Urgent Job 20%

• Wash & Fold, 3 kg at $4.00: $12.00
• Shirt Dry Clean, 3 at $6.00: $18.00
• Subtotal: $30.00
• Urgent Job 20%: +$6.00
• Tax (9%): $3.24
• Total: $39.24

Odd-hour Pickup

A regular asks your driver to collect at 10pm.

• Wash & Fold, 5 kg at $4.00: $20.00
• Subtotal: $20.00
• Odd-hour Pickup: +$10.00
• Tax (9%): $2.70
• Total: $32.70

Leather Handling 15%, Bag Repair orders only

• Handbag Strap Repair, 1 at $60.00: $60.00
• Subtotal: $60.00
• Leather Handling 15%: +$9.00
• Tax (9%): $6.21
• Total: $75.21

On a Laundry order, Leather Handling 15% does not appear in the surcharge list, because it is limited to Bag Repair.

To learn the full counter routine, including removing a surcharge, see Giving Discounts and Surcharges at the POS and in the Console.

Manage Your Surcharges

The Surcharges page lists your surcharges with 3 columns:

• Name: what staff and customers see.
• Value: the percentage or flat amount.
• Limitations: a tag for each limit. Multiple applications shows when that switch is on, then the business units and service options the surcharge is limited to. Allow value modification during use has no tag.

Use the Search bar to find a surcharge by name.

Editing or deleting a surcharge only affects new orders. Past orders and receipts keep the name and amount they had.

Good to Know

• Booking fees are already charged. A booking option can carry its own surcharge, for example an Express option, a late time of day or a public holiday. That fee is added on its own when the customer picks the option. Don't add a staff surcharge for the same thing. See Setting Up Booking Options.
• A percentage counts the fees. A percentage surcharge is worked out on the order after delivery fees, booking fees, coupons, member discounts and automatic discounts. Other staff discounts and surcharges on the same order don't change it. See How Discounts, Surcharges and Tax Add Up on an Order.
• A fee on certain items every time belongs in Price Rules. If every leather jacket costs $5 more, set it once in Price Rules › Item Adjustments, so staff never have to remember it. See Setting Up Price Rules.
• A surcharge stays a surcharge. You cannot turn a surcharge into a discount. Delete it and create a discount instead. See Setting Up Discounts Staff Add at Checkout.

For example, an Online Store order with a $10.00 Express fee, where staff also add Urgent Job 20%:

• Wash & Fold, 6 kg at $4.00: $24.00
• Shirt Dry Clean, 1 at $6.00: $6.00
• Subtotal: $30.00
• Express: +$10.00
• Urgent Job 20% (20% of $40.00): +$8.00
• Tax (9%): $4.32
• Total: $52.32

FAQs

Can a surcharge be added automatically?

No. Staff always add surcharges. For a fee that customers pay when they pick a faster or later booking, set it on the booking option. For an extra charge on certain items every time, use Price Rules › Item Adjustments. See Setting Up Price Rules.

Can I charge a surcharge per garment?

Yes. Turn on Allow multiple applications, and staff add it once for each garment, like 3 Stain Treatment rows for 3 stained shirts. If the fee depends on the item, not the situation, Item Adjustments in Price Rules adds it to each matching item on its own.

Do customers see surcharges when they book online?

No. Staff surcharges are for staff only. Customers in the Online Store, Mobile App or WhatsApp mini-app only see booking option fees, like Express. A staff surcharge shows on the receipt and invoice once your staff add it.

Is tax added on a surcharge?

Yes. A surcharge raises the amount tax is worked out on. If you add tax on top, the customer pays tax on the surcharge too, like the $0.45 tax on a $5.00 Stain Treatment at 9%. If your prices include tax, the tax stays inside the surcharge. See How Discounts, Surcharges and Tax Add Up on an Order.

Does a surcharge count toward my minimum order?

No. A minimum order is the lowest amount a customer pays for an order, even if the items come to less. The minimum only looks at the items. For example, with a $30.00 minimum, an order of $25.00 in items is still topped up by $5.00 even after staff add Oversize Item $8.00.

Can I stop some staff from adding surcharges?

Not by role. The Apply Discounts permission only covers discounts. To hide the red + button on a POS for everyone, turn off the Surcharges switch in that POS's Cart settings. See Create Your POS App.

If I edit or delete a surcharge, do past orders change?

No. Past orders and receipts keep the name and amount they had.

What's Next

You have set up the surcharges your staff add at checkout, with their names, values, switches and limits. Where you go next depends on what your shop needs:

• To start adding these surcharges to orders, see Giving Discounts and Surcharges at the POS and in the Console.
• To have discounts come off orders on their own, like a first order or birthday discount, see Setting Up Automatic Discounts.