Setup
Payment terms and card fees
Payment terms
Set in three places — the most specific one wins:
- Company default — Settings → Company Profile & Logo → Payment Terms.
- Customer — Edit Customer → Payment Terms (for example, Net 30 for a commercial account).
- Estimate — Payment Terms on the estimate, for just that job.
Choices: Due at time of service, Due on receipt of invoice, Net 15, Net 30, Net 60, or Custom (your own wording, and optionally the number of days). Add a deposit to schedule (percent of the one-time total) and a late fee line if you use them.
Terms print under the total on the proposal and on the accept page, and become the invoice terms in QuickBooks (Net 30 invoices are due 30 days out).
Credit card fees
Settings → Company Profile & Logo → Credit Card Fees:
- Credit card surcharge — up to 3%. The proposal says: "Credit card payments add a 3% surcharge (not applied to debit cards). Check or ACH: no fee."
- Cash / check discount — quote the card price, and take a percentage off for check, ACH or cash. Allowed everywhere.
Before you surcharge:
- Card networks require 30 days' written notice to your card processor.
- Surcharges can never be charged on debit cards, and can't be more than your actual processing cost.
- A few states ban surcharges (for example Connecticut and Massachusetts). Check the rules where you work.
The app shows the fee; the fee itself is added where the payment is taken (QuickBooks Payments or your card reader). On the accept page, customers pick how they plan to pay — check/ACH, credit card or debit card — and you'll see it on the estimate.
More in Setup
Start here: setup checklistCreate your company accountApp Lock and Face IDCompany profile and logoYour account: name, password, email, deleteManaging your team on the office web pageServices offeredThe office web pageRate sets: standard and contract ratesPrice one surface the same as anotherSquare-foot pricing: bands or tiersService minimumStairs pricingUpholstery pricingAdd-ons and extra chargesSales tax by stateTravel and mileageBranches, franchises and state licensesCurrency, metric and temperatureProposal wordingLead sourcesPromo codes and employee perk codesService reminders ("time for your next cleaning")Bluetooth laser measuresRoutes — the route owns the jobsW-9 and insurance certificate for commercial customersPrice sheets to print or exportConnect QuickBooks OnlineEmails when a customer answersWebhooks — send data to Zapier, Make or your CRMInvite your team and choose rolesPrice changes on site — as needed, within a limit, or lockedPermission to scan and photographPhotos & video notice (marketing and training)Required before sending ("stupid proofing")Screenshots, the security log, and people who leaveTraining coursesCondition charges — wool, woven, soil, petsWalls, countertops and bathroom fixturesPlan & BillingBooking accepted proposals in ZRWare (Zerorez)Export customers to a spreadsheetAutomatic follow-ups on proposalsOnline booking, deposits and cancellationsArrival windows and how long jobs takeTeam chat — one on one, groups, photos and videosBring your customers in from QuickBooksZones (your service area by zip code)Bring customers in from a spreadsheetCapacities, time off and blocked timeFranchise systems — stores, zips and system totalsPayments — use your own processorSplitting revenue — secondary techs, multi-route jobs, and revenue after costsWhat you do — setting up your servicesDepartmentsLate fees on overdue invoicesRefunds — card payments and QuickBooksReports and sharingSwitching companiesMonthly goalsPreflight Leadership — one-on-ones, scorecards and personal goalsKudos and Employee of the Month