How to set handling fee on invoice – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to set handling fee on invoice

When using handling fee no need to make a sales order item. It’s enought to assign a specific value of handling fee for specific customers.

Workflow of handling fee

  1. Go to the Accounts and choose a customer. Assign a value of Handling fee (VAT 0%) in Handling fee -field and currency under Billing information
  2. When doing a Sales order Handling fee is inherited from Customer’s Handling fee.
  3. When viewing draft invoice Handling fee can be seen in sales order invoice item. Inform Sales account number of handling fee to PlanMill so we add that in parameter. eg. Netvisor default Sales account number is 3250.
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