Add fees, shipping and discounts

Before you start

An order discount defaults to products and fees in the app. POS always applies it to products and fees, excluding warranty plans.

Add a fee

1. 1

   Step 1: Choose a saved or custom fee

   In Fees, click Add fee. Choose White Glove Delivery under Predefined fee, or enter a one-off fee.

   For a custom fee, enter Fee name, choose Fixed amount, % of subtotal or % of total, and enter the amount or percentage.

   

2. 2

   Step 2: Check the fee's treatment

   Review Fee is taxable and Fee is a physical product. Both start off for a new custom fee.

   Click Add fee. The fee appears in the sale; you can edit it inline or use its menu to remove it.

3. 3

   Step 3: Add the POS fee

   Tap Add product / fee, then Add a fee. Under Saved fees · tap to add, add White Glove Delivery.

   For a one-off fee, enter its name, type and amount. Review Taxable and Physical item (ships), then tap Add fee.

   

4. 4

   Step 4: Review the added fee

   Find the fee after the products under Custom fees. Tap it to open Edit fee if it needs changing.

   Use Save fee to keep changes, or remove it. Fee discounts are read-only on POS, and warranty plan fees cannot be added or discounted there.

Add shipping

1. 1

   Step 1: Enter the shipping charge

   In the summary, click Add shipping or delivery. Choose an offered option, or Custom shipping.

   Enter the name and price, then click Done. The summary shows the charge; use Edit shipping or delivery to change it.

   

2. 2

   Step 2: Apply delivery on POS

   Beside Shipping & delivery, tap Add. In Custom shipping, check the name and enter the agreed price.

   Tap Apply delivery. The charge appears in the summary.

   

3. 3

   Step 3: Check whether anything ships

   Review each item's pickup or delivery choice. All-pickup orders show no shipping, and service-only orders need none unless a fee ships.

   On POS, an existing shipping charge comes off when an all-pickup order is saved. Read that explanation before saving the record.

Give a discount

1. 1

   Step 1: Discount the order in the app

   Click Add discount in the summary. Choose Amount or Percentage, enter Value, and choose Products only or Products and fees.

   Enter Reason for discount, then click Done. The reason is required and allows up to 250 characters.

   

2. 2

   Step 2: Discount an item or fee

   For an item, choose Add discount from its menu. Enter the per-unit discount, check Visible to customer, and click Done.

   For a fee, use its Add discount action. Its reason is visible only to your team; the discount appears in the sale's discount breakdown.

3. 3

   Step 3: Discount the order on POS

   Beside Discount, tap Add. Choose Fixed Amount or Percentage (%), then enter the value and reason.

   Tap Apply. POS requires an order-discount reason every time.

   

4. 4

   Step 4: Discount a POS item

   Open the item, then tap Add discount. Enter the discount and check Item total.

   Enter a reason when required, tap Apply, then Update item. The order discount applies afterward to the remaining amount.

   

What happens next

Save the sale and check its updated total. Quote and order PDFs show each fee as a named row and shipping as delivery.

Documents separate line discounts, fee discounts and the order discount. A fee remains shown at its full amount, with its reduction included in Fee Discounts.

POS displays the subtotal before item discounts and a separate Item Discounts row. Item discounts also reach the matching Shopify lines.

Important notes and tips

Without price-override access, you can reduce or remove an existing discount. Increasing it, or changing its type or reason, needs that permission.

Item-discount reasons are optional in the app. On POS, Require a reason for item discounts starts on, and the reason prints for the customer.

If something goes wrong