Set a default surcharge of up to 5% for all customer-facing invoices and estimates.
Log in to the CRM
From the menu, choose Invoices
Locate the Surcharge Settings button towards the top right of the page
Click the button
The Surcharge Settings box will appear
Answer Yes for "Do you want to surcharge your customers?"
Click the drop down for the "How much do you want to surcharge?"
Choose the % (up to 5)
Click Submit
A surcharge will now automatically be applied