Set tax, deposit, fees and delivery prices

Every new quote reads these. Each one starts at 0 or empty on a new system, and anything left at 0 is simply not applied, so a quote with no tax rate adds no tax.

Tax, waiver and how long a quote stays open

1. Open Settings, Sales, Quotes.
2. Set each row and press Save beside it:
   • Sales tax: your rate as a percent, for example 6.
   • Damage waiver: a percent of the items the waiver covers. Clients may decline it.
   • Quotes are valid for, days: how long a new quote stays open.

Deposit, balance and the card fee

1. Open Settings, Sales, Payments, Payment settings.
2. Set each row and press Save beside it:
   • Deposit on acceptance: the share of the total the client pays to book, as a percent.
   • Deposit due, days after signing and Balance due, days before the event.
   • Card processing fee: your card rate as a percent, and Who pays the card fee: the client (added to a card payment as its own line, shown before they pay) or the company (counted as a cost on the profit panel).

The Delivery tab

1. On Settings, Sales, Quotes, press Delivery at the top of the page.
2. Under Base fee by driving distance from the warehouse, press Add a band for each band: Up to so many miles costs so much.
3. Fill in Added when the order has a tent ($) and Added again for a frame tent 40 feet wide or more ($) if you charge them.
4. Set Furthest delivery without an admin override, and when a person reviews the quote instead (A person reviews the quote from, miles and from, minutes of driving). Empty means no limit.
5. Press Save delivery pricing.

Good to know

• A quote can still be changed by hand: its tax rate, damage waiver, delivery fee and deposit are changed in the totals box under its items. See Quote totals.
• Past the last band, or past your furthest delivery, there is no automatic delivery fee; the quote asks a person to price it. With no bands at all, every delivery is priced by hand. See Delivery fees and distance.
• Distances are driving miles from your warehouse, so Google Maps must be connected. See Google Maps.
• Card rules cap a surcharge at your processing cost, and Visa at 3%.
• Card payments themselves are connected on Settings, System, Connections, Services. See Connect Stripe.
• What a job costs you to run is set for the profit statement: crew on Settings, HR, Time, Pay and holidays, fuel on Settings, Operations, Dispatch. See Profit.