Setting Up and Applying Invoice Surcharges and Discounts Kasse Desk

Set up percentage-based surcharges and discounts, then add them as a line item during invoice creation with one click.

Benötigte Lizenz

Requires the module Invoice Surcharges / Discounts for Kasse and Desk. You also need the Einstellungen verwalten permission. If the module isn't included in your license, contact support@offisy.at.

Where do I find surcharges and discounts?

Open Settings → Cash Register → Surcharges / Discounts. This menu item only appears when the module is licensed and you have the Einstellungen verwalten permission.

The Invoice Surcharges / Discounts card shows all entries you've set up. Each entry shows a name, percentage, and description, framed in the chosen color.

Prerequisites

• The Invoice Surcharges / Discounts module is active in your license.
• You have the Einstellungen verwalten permission.
• Applying a surcharge or discount during invoice creation only requires the module, not this permission.

Adding a surcharge or discount

1. Click Add Surcharge / Discount.
2. Enter a Name (required, 1 to 50 characters).
3. Optionally enter a Description.
4. Enter the percentage in the Surcharge / Discount (Percentage) field. A positive value creates a surcharge, a negative value creates a discount. The field defaults to 10.
5. Choose a Color. Offisy suggests a random color.
6. Click Add.

Offisy confirms the creation with a message like 'The surcharge named "Express fee" was created successfully.'

Note: If the name contains the placeholder %BETRAG%, Offisy replaces it during invoice creation. It uses the current invoice total in your company currency. A name like "Fee on %BETRAG%" then shows something like "Fee on 120.00 €".

Editing a surcharge or discount

Click the entry's name in the list, or open its context menu and click Edit. Adjust the fields and save.

Deleting a surcharge or discount

Open the entry's context menu and select Delete. Confirm the safety prompt. Offisy shows a success message afterward.

Changes to surcharges and discounts take effect immediately for all users in your company.

Applying a surcharge or discount during invoice creation

1. Add at least one line item during invoice creation. The surcharge and discount buttons stay disabled while the invoice has no line items.
2. In the line item list, click the button with the name of the surcharge or discount you want.
3. Offisy adds a new invoice line item. Its amount is calculated as the percentage times the current gross total, divided by 100. The line item uses the tax rate of the first line item.

The buttons only appear once at least one surcharge or discount has been set up.

Note: This percentage surcharge or discount is its own invoice line item. It's not the same as the general Discount dropdown in invoice creation. That dropdown changes the invoice total directly, without creating a separate line item.