We're excited to introduce Flexible Fees! This feature lets you create custom fees that are automatically applied to client invoices. You can create fees for things like travel expenses, special handling fees, or accepting certain forms of payment — whatever you need for your business. For example, you can set up a convenience fee that automatically charges 3% on each invoice a client generates, or an Out Of Service Area fee with a flat rate of $10, giving you more control and flexibility in how you charge your clients.
Note: Flexible Fees are currently available to Early Access Program participants and will be rolling out to all customers soon!
What Are Flexible Fees?
Flexible Fees are whatever you need them to be! You can use fees for positive community impact, for example. Such as adding a donation fee that supports a local animal shelter or rescue organization. This is a great way to give back while giving clients an easy opportunity to contribute to a cause that aligns with your business values.
Each fee will appear as a separate line on your client's invoice, helping to keep things clear and professional while allowing you to reclaim your time:
How Can I Set Up Flexible Fees For My Company?
To create Flexible Fees for your company, first navigate to the Settings > Invoicing & Payments > Flexible Fees section of your Admin Dashboard.
Then, click the + Create A New Fee button:
From here, you can enter the fee name and description, and choose whether it will be charged as a flat amount or a percentage:
Once you are finished inputting the necessary information, be sure to click Save Fee to finalize your new Flexible Fee.
Note: Flexible Fees will only be automatically applied to invoices generated after a Flexible Fee has been created. It will not apply retroactively to existing invoices. If there are invoices where you would like to charge this fee, you will need to add it manually as a Custom Line Item to the client's invoice.
Want to delete a fee? Navigate to the Settings > Invoicing & Payments > Flexible Fees section of your Admin Dashboard and click Edit on the fee that you would like to delete. From here, click the red Delete Fee button in the lower right-hand corner of the screen.
Important Things To Consider Before Using Flexible Fees
Before creating Flexible Fees for your company, there are a few things to keep in mind. While these fees can help you offset costs associated with running your business, it's important to note that, as a business owner, you are solely responsible for ensuring that any fees you charge comply with your local, state, and federal laws and regulations. Time To Pet does not verify legal requirements in your area.
Before you can create and finalize your custom fees, you will see the Important Fee Guidelines pop up, which asks you to accept these guidelines and accept full responsibility for fee compliance:
As we note in our guidelines, we highly encourage you to keep the following best practices in mind:
Use clear labels and descriptions so clients understand the fees applied to their invoices
In some areas, clients must be informed about any fees they incur before services are rendered
If you are adding fees related to payment processing or other business expenses, be sure to research or inquire about any legal restrictions that may impact your area
How Can I Delete Extra Fees?
If you decide you no longer want to use one of your Flexible Fees, you can delete it by navigating to the Settings > Invoicing & Payments > Flexible Fees section of your Admin Dashboard. From here, locate the fee you want to delete and click on the Edit button next to that fee:
Additional options will appear, allowing you to edit the details of your existing fee. From here, click the red Delete Fee button:
Note: This action is not reversible. When you delete a Flexible Fee, invoices that already have the fee applied to them will not be affected. See: How Can I Reverse Fees That Have Already Been Applied To An Invoice?
How Can I Reverse Fees That Have Already Been Applied To An Invoice?
If you want to reverse a fee that has already been applied to an invoice, you can individually navigate to the invoice(s) and click the "x" next to any fee you want to remove.
Have any feedback or ideas you'd like to share on this feature? Use the link here to submit your suggestions! We're always looking to improve our platform and appreciate hearing from our customers firsthand.