Add discounts and feesLast updated on 11/28/2022

• Technicians and CSRs can access discounts or fees through the Pricebook from the categories they have defined.

• Discounts apply to the pretax amount of the invoice. For example, if you add a 20% discount to $1,000 (not including tax), the invoice will reduce the price to $800 plus tax. Assuming the tax is 10%, this invoice will be $880. If you add a 7% fee to $1,000 (including tax), the invoice will increase the price to $1,070.

• Fees apply to the after-tax amount.

• Follow all the workflows in this article to account for adding a discount and fee, defining a discount limit, and changing tax on a fee to get the similar results as the example above.

1. In ServiceTitan, go to the navigation bar and click Pricebook.

2. From the side menu, click Discounts & Fees.

3. In Discounts & Fees, click Add Discount or Fee.

4. Add a Discount or Fee opens. From the dropdown next to Type, select Discount or Fee.

Note: Depending on the type you select, the fields and information you enter will be different.

1. For the Discount Type, select Percentage.

2. Enter the percentage amount for the discount.

3. For the Discount Limit, enter the limit as a dollar amount.

4. When you’re done, click Save.

1. For the Fee Type, enter a percentage or a fixed amount then select Charge Tax on Fee. Note: If Charge Tax on Fee is activated, the calculation formula is the following: Fee Amount * Tax.

2. When you’re done, click Save.

• See Set Pricebook permissions