--- title: "Add discounts and fees" slug: "add-discounts-and-fees" updated: 2026-10-15T01:14:35Z published: 2026-10-15T01:14:35Z canonical: "help.servicetitan.com/add-discounts-and-fees" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Add discounts and fees ## Overview You can add a discount and fee to define the discount limit amount and charge tax on the fee. This way, you can increase sales and make transactions smoother. ## --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please reach out to your Customer Success Manager (CSM) for details. - The *Edit discounts and fees* permission is required to use this feature. Please contact the account administrator on your team. ## Things to know - Discount prices on an invoice cannot be edited. Create a new discount if needed. - To apply a discount to an exported invoice, create a discount task in Pricebook with a negative amount and add it to an adjustment invoice. - In Pricebook, enable the **Allow discounts codes** option for any item that should be eligible for a discount applied through a discount line item on the invoice. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-discounts-and-fees-image-wutb1es3.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D) - To add discounts or fees as tasks in Pricebook, create a Discount or Service Fee item with a fixed price. You cannot set percentages for tasks. - You can’t automate adding credit card fees based on the payment type, such as Visa or Mastercard. ## How it works Technicians and CSRs can apply discounts or fees through Pricebook based on predefined categories. These affect the invoice total differently depending on whether it’s a discount or a fee, and how tax is handled. #### Discounts Discounts apply to the pretax amount of the invoice. Add discounts directly to the invoice where the related items are. For example, if the original price is $1,000 and a 20% discount is applied ($200), the pretax total becomes $800. With 10% tax, that’s $80, making the total invoice $880. #### Fees Fees add charges to invoices. They work best for transaction-related costs like credit card processing fees. These fees are not designed for Job Costing tracking. You can add any fees manually. > [!NOTE] > **Note:** We don't automate credit card fees by payment type such as **Visa** or **Mastercard**. Fees are calculated based on the pretax amount, but they are added after tax is applied. The outcome depends on whether the fee itself is taxable. For example, - For a non-taxable fee of 7%: - With a base amount of $1,000, tax at 10% adds $100, making the subtotal $1,100. - The fee, calculated as 7% of the base ($70), is added after tax, bringing the total to $1,170. - For a taxable fee of 7%: - A 7% fee on a $1,000 base adds $70, making the taxable amount $1,070. - Tax at 10% on $1,070 adds $107, bringing the total to $1,177. ## Add discount or fee 1. Go to the navigation bar and click **Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D) . 2. In the side menu, click **Discounts & Fees**. 3. In *Discounts & Fees*, click **Add Discount or Fee**. 4. In the *Add a Discount or Fee screen*, select **Discount** or **Fee** from the **Type** field. > [!NOTE] > **Note:** Depending on the type you select, the fields and information you enter is different. 5. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-discounts-and-fees-image-zp9roqbk.gif?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D) ## Define a Discount Limit 1. In the *Add a Discount or Fee* screen, click the **Type** field and select **Discount**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-discounts-and-fees-image-gqmzoo96.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D) 2. For the *Discount Type***,** select **Percentage**. 3. In the **Discount Limit** field, enter the limit amount as a percentage. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-discounts-and-fees-image-tv0h8aau.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D) 4. When finished, click **Save**. ## Charge tax on a fee 1. In the *Add a Discount or Fee* screen, select **Fee** from the **Type** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-discounts-and-fees-image-ksue8smx.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D) 2. In the *Fee* *Type* section, select the **Charge Tax on Fee** option.*![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-discounts-and-fees-image-ufu2g4gp.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D)* > [!NOTE] > **Note:** If **Charge Tax on Fee** is activated, the calculation formula is the following: Fee Amount * Tax. 3. When finished, click **Save.** ## ## FAQ --- ### #### Is there a way to automatically add credit card processing fees to invoices? No, there is no option to automatically charge for credit card fees. However, You can [create a service](/construction/docs/add-services-to-your-pricebook) in Pricebook and set it as a default service for specific job types so it’s added to invoices when those jobs are booked. For more, see [Add default services for job types](/construction/docs/set-up-default-services-for-job-types#add-default-services-to-job-types). #### Why isn’t the discount applying to the estimate or invoice? Discounts won’t apply to a line item if the **Allow Discount Codes** checkbox isn’t selected for that item in your Pricebook. Edit the item, select **Allow Discount Codes**, and save. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-image-9i0ut11d.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A53Z&se=2026-10-31T01%3A42%3A53Z&sr=c&sp=r&sig=rQvd%2FI0gbsGrcQiycYjqG9rD6WgLuarlqqopitn32J0%3D) If you’re troubleshooting a membership discount specifically, see [What is causing the membership discount to not apply to an invoice?](/v1/docs/what-is-causing-the-membership-discount-to-not-apply-to-an) #### Why don't fees from Discounts and Fees show in job costing? Fees under Discounts and Fees add charges to invoices. They work best for transaction-related costs like credit card processing fees. These fees are not designed for job costing tracking. ## Want to learn more? - See [Set Pricebook permissions](/construction/docs/set-pricebook-permissions) The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)