Order Form: Options, Discounts & Fees Tab
The Options, Discounts & Fees is the area of the Order Form where additional Options and Discounts and Fees can be applied to the Order. The Options, Discounts & Fees tab of the Order form offers a wide array of customization options that will allow you to create a very detailed Order.
In this article, the following topics are covered:
- How to Customize the Options, Discounts & Fees Tab
- What Settings Are Available in the Options, Discounts & Fees Tab?
How to Customize the Options, Discounts & Fees Tab
Each section on the Options, Discounts & Fees tab can be collapsed or expanded by clicking the triangle icon next to the section title. This makes it easier to focus on just the parts of the order you’re working on. Your layout preferences are saved automatically, so the next time you edit an order, the sections will appear just the way you left them.
What Settings Are Available in the Options, Discounts & Fees Tab?
In the Options, Discounts & Fees tab, you can customize the Order in the following ways…
- Add an Order Agreement
- Add a Disclaimer
- Utilize Payment Terms
- Manually change the Deposit Requirement
- Change the Final Balance Due Date
- Change the Payment Notification Emails
- Hide Information from Customers
- Enable/Disable the Customer Survey
- Add Discounts
- Add Fees
- Change the Damage Waiver Fee
- Add Internal Expenses
- Manually Change the Sales Tax
- Enable/Disable Tax Exemption
It is important to note that many fields in the Options, Discounts & Fees tab are not mandatory to fill out. Leaving fields blank will not negatively impact the Order and will defer to the default Order Settings.
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