Invoicing - Insurance / Surcharge Line at Bottom of Invoice
Summary:
Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
Current Limitation
At present, any insurance recovery or surcharge must be entered as a standard line item. This:
Makes invoices look cluttered when the fee is not tied to specific products or services.
Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
Requires manual placement and formatting on each invoice, reducing efficiency and consistency.
Proposed Solution:
Introduce an “Additional Charges” section in invoices, where users can:
Define one or more surcharge types (e.g. Insurance, Shipping, Handling, Payment Fees).
Choose whether they apply per-invoice or per-line basis.
Have these charges appear below the subtotal but above GST and the final total.
Control whether GST applies to these charges.
Benefits
Cleaner invoices that better reflect industry standards (especially for equipment hire, film/TV production, freight, or retail).
Time-saving for users who frequently apply insurance/handling surcharges.
Improved transparency for clients, reducing queries about what the charge covers.
Consistency with how other platforms (e.g. Shopify, PayPal, MYOB) handle surcharges.
equipment hire invoices often include:
Labour charges
Gear hire
Insurance surcharge (covering equipment value during hire)
Currently, the insurance line has to be inserted as if it were a product, but in reality it is a general surcharge applicable to the whole invoice. Having it appear as a separate section would make invoices clearer and more professional.
Joshua Bailey
shared this idea
Hi Joshua 👋It's really helpful for us to understand having the ability to add a surcharge or insurance line to invoices is a desirable option. We understand not having a dedicated field for surcharges or insurance can make it difficult to clearly communicate these extra costs to your customers. Currently manually adding a line item for the surcharge or using a custom branding theme to include the information are the only options💡Right now, we're not planning to add this as a specific feature, as our current focus is on some other features that will benefit a wider range of our customers, however we will monitor this for votes and comments from other users 📣
