Adding an extra charge
As of v0.66, ShopView has a built-in Fees & Discounts feature — you no longer need a zero labor line with a "Found" part to add freight, disposal, or other miscellaneous charges.
To add a charge:
Open the Work Order (or Part Sale).
Add a fee at the level you want — the whole work order, a labor line, or a single part (e.g., an environmental disposal fee on the oil you sold).
Choose a flat amount or a percentage.
Set the Taxable toggle: on for taxable charges (tax applies per your tax settings), off for non-taxable — no more tax-exempt category workaround.
Check the live preview, then save. The charge appears on the estimate/invoice under the item it belongs to.
Recurring charges
Save charges you use all the time — hazardous-waste disposal, admin fee, freight — as templates under Administration → Service → Fees & Discounts, and apply them with one click. Mark a template Auto-apply to add it to every new work order at your location.
Card-processing fees
Use the dedicated Processing Fee template type to pass on card-processing costs, including calculating them as a percentage of the grand total. The template shows whether Stripe (ShopPay) convenience fees are already being passed on, so you don't double-charge.
Good to know
QuickBooks users: map a Fee item (and Discount item) under Settings → QuickBooks first. Each fee posts to QuickBooks as its own invoice line.
Fees appear in Stats, under Adjustments on the Finance page, and in the Audit Log.
Only roles with See Financial Data can see amounts.