Markup lets you add a percentage or dollar amount on top of your item costs. Your client sees the final prices but not the markup breakdown. Here is how to add it:
- Click Invoices in the left sidebar and open an invoice (or create a new one).
- Click Edit to open the invoice editor.
- In the totals section below the line items, find the Markup row.
- Click on the markup value (it shows "None" if no markup is set). This opens the Markup dialog.
- In the Markup dialog, configure:
- Applied to -- choose which items the markup applies to: All Items, Labor only, Parts only, or Other only.
- Type -- choose between a percentage (%) or a fixed dollar amount ($).
- Value -- enter the markup percentage or dollar amount.
- Click Apply to save the markup settings.
The markup is distributed across the applicable line items so your client sees the marked-up prices on each item rather than a separate markup line. This keeps your profit margin private.
On the Mobile App
- Open an invoice or create a new one from the Invoices tab.
- Scroll down and tap More Options.
- Tap Markup to open the markup settings.
- Choose which items the markup applies to: All Items, Labor Only, Parts Only, or Other Only.
- Choose the type -- percentage (%) or fixed dollar amount ($) -- and enter the value.
- Tap Done to apply.
The markup is spread across the applicable line items so your client sees the final prices without a separate markup line.