Is there a way to setup the invoicing in aspire to automatically add a fuel surcharge. I see that we can add it individually on an invoice. But it can’t be added until after a batch is “completed” which creates its own challenge.
Solved
Invoicing Setup
+2Best answer by enickel
Hello! While there isn’t a way to “automatically” add fuel surcharges, there is a way to do it in bulk at a batch level BEFORE the batch is completed. 😀
Here is the written process: Invoice Batch screen > select specific batch > select invoices > Bulk Actions > Add Invoice Line Item > for "Adjustment Type" select "Fuel Surcharge" > enter amount or percentage and sales tax.
And check out this Fuel Surcharge "How To" Video (2-minutes), starting at 0:55 for the part where they show how to do it in bulk.
Good luck with your surcharges!
+14Hello! While there isn’t a way to “automatically” add fuel surcharges, there is a way to do it in bulk at a batch level BEFORE the batch is completed. 😀
Here is the written process: Invoice Batch screen > select specific batch > select invoices > Bulk Actions > Add Invoice Line Item > for "Adjustment Type" select "Fuel Surcharge" > enter amount or percentage and sales tax.
And check out this Fuel Surcharge "How To" Video (2-minutes), starting at 0:55 for the part where they show how to do it in bulk.
Good luck with your surcharges!
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