Adding or editing taxes & fees
Manage the master list of tax and fee rates that apply to contracts.
Your tax and fee rates are defined once here and then apply automatically on every contract.
- Open the account Settings module and go to Billing Settings → Taxes and Fees.
Billing Settings - Toggle a fee on/off, drag to reorder, or click + Add to create a new one.
The Taxes and Fees list - Set the name, rate % and scope, then save. Enabled fees appear on new contracts automatically.
Editing a rate
See also How to add tax and fees to a contract for applying/overriding a rate on a specific contract.
Changing a rate here affects all future contracts, not ones already saved. Re-open an existing contract if you need it to pick up a new rate.
Frequently asked questions
I added a fee but it isn’t on contracts — why?
It’s probably toggled off, or scoped so it doesn’t apply. Toggle it on and confirm the scope.
Can I control the order fees appear on the invoice?
Yes — drag the rows into the order you want; that order carries onto contracts and documents.
How do I create a flat fee instead of a percentage?
Define it here, or add a one-off Add Biller line with a fixed amount directly on a contract.
Where do the F&B / room minimum rules live?
In the same Billing Settings area under Event Contract Unmet Minimum Settings.