🧾 Adding & Managing Fees & Soft Costs in Fohlio
Need to bill for freight, installation, design hours, or other non‑product expenses? Set them up once and reuse them across all client procurement documents.
🧠Step 1. Create Your Proposal or Invoice
Project Sheets → select the line items you want to include → Procurement ▸ Create Client Proposal (or Client Invoice).
🧠Step 2. Add (or Create) a Fee
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Open the Fee dropdown in the proposal header and pick any saved fee—Shipping, Installation, Consultation, etc.
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Need something new? Click Manage Fees ▸ ➕ Add Fee, enter a Name (e.g., Handling Fee), choose a Type (Service or Retainer), then click on the check mark ✔ to Save.
⮑ Your new fee appears instantly in the dropdown—select it to add.
💡 Tip – Template Projects: Store standard fee bundles in a template project so every new project inherits them automatically.
🧠Step 3. Set Amounts & Review Totals
Enter the fee value (e.g., 100 USD). The fee appears under Other Charges, rolls into Soft Cost Total, and is included in the document Grand Total.
🧠Step 4. Save & Send
Click Save. Fees stay linked to the document and automatically recalculate if you edit quantities or taxes.
FAQ
| Question | Answer |
|---|---|
| Can I edit a fee after saving? | Yes – open Project Settings ▸ Procurement ▸ Fees to edit the existing or add new ones without opening an invoice/proposal. |
| Is there a limit to how many fees I can add? | No hard limit—add as many as needed. Keep names concise for clarity. |
| Where do soft costs appear in reports? | They are itemized at the end of the proposal/invoice and export to Project Financials. |
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