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Custom Fee Reports

This article covers the Custom Fee reports available in the Reports app. Custom Fee reports can help you track fee details, including how many times a fee was collected and which sales included a fee.

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Custom Fee Summary Report
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The Custom Fee Summary report includes fee details such as name, amount, and the number of times the fee was collected.

The table below provides more information on the different columns in the Custom Fee Summary report.

Column

Description

Custom Fee

The fee name.

Value

The fee amount.

# Applied

The number of times the fee was applied.

Subtotal

The calculated fee amount.

Taxes

The tax collected on the fee amount.

Total Amount

The total fee amount.

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Custom Fee Details Report
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The Custom Fee Details report includes fee details such as sale #, fee name, and sale total after fees.

The table below provides more information on the different columns in the Custom Fee Details report.

Column

Description

Sale #

The sale where the fee was applied.

Date

The sale date.

Client

The client who completed the sale.

Fee Applied

The name of the fee that was applied.

Sale Total (Before Fee)

The sale total before the fee was applied.

Fee Amount

The calculated fee amount.

Tax Amount From Fees

The tax collected on the fee amount.

Sale Total (After Fee)

The sale total after the fee was applied.

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