Invoice fees

Invoice fees let you charge your customers for the cost of collecting a payment, like a card fee or an invoice handling fee. Fenerum adds the fee to every invoice, based on the invoice's collection method.

Set up invoice fees

Fees are booked and taxed through a revenue group, so they go to the right account with the right VAT. We recommend a separate revenue group for fees, so they are booked apart from your other revenue.

1. Create a revenue group: Go to Revenue groups, click New revenue group, give it a name like "Invoice fees" and choose the revenue accounts the fees should be booked to.
2. Choose it for invoice fees: Go to Settings → Accounting and choose the group as the Invoice fee revenue group in the Invoice Fees section.
3. Add your fees: Go to Settings → Invoice, find Invoice Fees, click Configure and then Add fee:
   • Collection method: Payment Card, Invoice or Direct debit.
   • Description: the text shown on the invoice, e.g. "Card fee".
   • Percentage: a percentage of the invoice total excluding VAT.
   • Fixed amount: an amount in your accounting currency.

Each fee needs a percentage, a fixed amount, or both, and you can add one fee per collection method. No fees are added to invoices until a revenue group is chosen.

Once saved, your fees are listed in the Invoice Fees section of Invoice Settings:

How fees appear on the invoice

The fee is added at the bottom of the invoice, with VAT like any other line.

• A percentage fee is calculated on the invoice total excluding VAT, and the percentage is added to the description, e.g. "Card fee (2.5%)".
• A fixed amount is converted to the invoice currency using the exchange rate on the invoice date.
• If a fee has both, the invoice gets two fee lines.

Because the fee is added to every invoice, a percentage fee grows with the invoice, and it is charged again on every renewal.

Example

With a 2.5% fee for Payment Card and a 100.00 DKK fee for Invoice, a 400.00 DKK subscription is invoiced like this:

Invoice previews include the fee, so you can check the total before the invoice is created.

When no fee is added

Fees are only added to regular invoices, not to:

• Credit notes
• Reminder fee invoices
• Invoices with a total of zero or less
• Invoices charged to a reseller
• Invoices whose collection method has no fee
• Accounts that are exempt from invoice fees

Exempting an account

To stop charging fees to a specific account, edit the account and clear Is charged invoice fees under the advanced options. New accounts are charged invoice fees by default.

In the API, this is the is_charged_invoice_fees field on the Account.

Crediting an invoice

When you credit an invoice, its fee lines are credited too and booked to the same accounts as the original fee.