This article will show you how you can add a Custom Fee, e.g. a Green Salon Collective or Green Circle Salon fee, a PPE charge etc., to your Phorest system.
Latest Version of Phorest Required
- Desktop Version 8.4.47 or above required. If you're on an older version and need to update, you can get the latest version here on our Downloads page.
You can now add custom fees to any ticket automatically, which cuts out the manual steps required to add it. You can use custom fees for lots of things, but some of the most common use cases are:
- Green Salon Collective or Green Circle Fees - for those salons committed to being environmentally friendly
- PPE Fees - cover the cost of extra protection during COVID
Note: Custom Fees only work on Phorest Desktop and PhorestGo 2.0, and do not currently work with Phorest Go.
To get started, go to Manager > Settings > Financial > Custom Fees, then click Add Custom Fee.
Give your fee a Name, set whether it's a fixed or percentage fee under Fee Type, set the Amount, set a Tax Rate.
Next, choose whether the fee should be applied automatically to each sale when checking a client out (the fee can easily be removed at the point of sale if necessary), and choose if the fee should only be applied if there is a Service in the transaction, meaning the fee won't apply to retail-only sales.
Applying to Only Some Services
You can choose to create a custom fee that only applies to some services (e.g. a green fee on hair coloring services). To do this, use the Services dropdown menu and select which services the custom fee should apply to.
If no services are selected, the fee will be applied to all services.
How it Looks
Here's what the fee will look like during a transaction, and you can remove the fee by clicking the X.
and here's how it will look under your Financial Totals report
Staff Commission is not calculated on Custom Fees.
Applying the Custom Fee Manually at Checkout
If you choose not to Apply automatically, you can add the fee to a sale manually by clicking Hot Keys > Custom Fee
Note: You may need to restart Phorest after creating your Custom Fee in order for it to appear.