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How to set up Eco-Fees

  1. Click on Setup (may be under More…)
  2. Click on System Setup.
  3. Make sure you’re on the Defaults tab.
  4. Find Eco-Fee on the left side menu.
  5. Check the box that says Enable Automatic Eco-Fee Charge
  6. Decide whether you want the charge to apply Per Invoice or Per Item.
    • If you choose Per Invoice, it will apply whatever Charge Amount you set to each invoice.
    • If you choose Per Item then each service or product you want the fee to apply to will need to be edited within the Retail Products or Services areas.
  7. Description is what the customer will see for the name of the charge on the receipt.
  8. Charge Amount is the amount it will charge if you have Per Invoice selected.
  9. Charge Tax allows you to change whether you calculate tax on the Eco-Fee balance. (No Taxes selection is recommended unless you need to tax it by law.)
  10. Refund Eco-Fee is an option that shows up when you select Per Item. It makes it so the Eco-Fee refunds if the service or product is refunded.

Once this is all set up, Eco-Fees will start applying automatically to all applicable invoices.


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