You can now add automatic charges to orders, like fuel levies, container deposits, weekend delivery surcharges or equipment fees. Charges appear as a clear, labelled line item on the order and sync to your accounting integration like any other product line.
Accessing Charges
Automatic charges are managed from Trading Details -> Charges section.
Creating a Charge
Go to Trading Details on the left menu bar, then select Charges.
Click “New Charge” in the top-right.
Fill in the charge details
Name - Reference name for the charge. Not shown to customers.
Description - (optional) Details about the charge, internal only.
Status - Whether the charge is active or not right now.
Charge type - Choose Fixed or Percentage (see below).
Charge product - The product that will be added to the order as the charge item.
Conditions - Define when the charge applies (see Setting Conditions).
Save your changes to create the charge.
Charge Types
Fixed
Adds a set dollar amount to every order that meets your conditions.
Example: a $2.50 fuel levy on all orders.
Percentage
Adds a charge based on a percentage of the order subtotal (line items, excluding GST).
Example: a 5% fuel levy on all orders.
For each type you also select the product that is added as the charge line item. That product's setup determines whether the charge is taxable or GST-free.
You can create a new product that is not visible to customers for this purpose. The charge's name and GST treatment are inherited from the product you select; ensure the product is set up correctly before enabling the charge.
Setting Conditions
Conditions control which orders and customers a charge applies to. They work the same way as promotion filters.
Available conditions include:
Days Since Last Order - Targeted at re-engaging accounts that haven't purchased in a significant period.
Has Ordered - Applies to any customer with a prior order history.
First Order - Specifically for new connections or initial transactions.
Cart Subtotal/Total - Triggers once the order value hits a designated threshold.
Freight Total - Activates when the shipping cost reaches a specified amount.
Payment Type - Limits the application to specific payment methods used by the customer.
Customer - Restricts the rule to selected accounts or customer groups.
Day of Week - Based on the scheduled delivery day for the order.
Items - Based on the count of distinct products in the basket.
Quantity Total - Based on the total volume of all units ordered.
Properties - Applies to any customer that has this property value.
Example: apply a weekend surcharge only when Day of Week is Saturday or Sunday.
Key Rules
Charges are visible line items. They appear labelled on the order, not hidden in the total.
Charges are locked in the cart. Customers can't edit a charge line.
Charges can stack. Multiple charges can apply to one order.
Percentage charges don't compound. Each percentage charge is calculated on the order subtotal, not on the running total. Two 10% charges on a $100 order add $10 + $10, not $10 + $11.
Charges sync to accounting. Because a charge is a line item, it syncs to Xero, MYOB and Unleashed like any product line.
FAQs
Q: Will a charge apply to standing orders?
A: Yes. Charges apply to standing orders on order placement.
Q: Can I turn a specific charge off?
A: Yes. Set the charge status to disabled. It will stop applying to new orders.
Q: Can I set different rates per customer?
A: Fixed and Percentage charges apply a single rate to any order that meets the conditions. You can create multiple charges that apply to specific customers.