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How to exempt invoices or teams from incurring custom fees
How to exempt invoices or teams from incurring custom fees

How to prevent or skip custom fees from being charged on specific invoices or for specific teams.

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

About Custom Fees

With Coworks, you can automatically generate invoices for customers and receive payments. Additionally, you can pass transaction fees or add custom fees to those invoices.

This article explains how to ensure that certain teams/members do not get custom fees added to their invoices. This is particularly useful for customers that may be exempt from your custom fees (like sales tax).

How To Skip Custom Fees For Teams

To ensure that a team is exempt from all custom fees, first navigate to the team profile of the customer you wish to skip the fees for. Head to the "Membership" tab, where you will see a section labeled "Team Billing Settings."

Click the "Edit" button on the right hand side to change the billing settings for this team. You'll also see the current behavior listed in the row.

In the modal you will be given the option to:

  • Follow community custom fee settings. This will use the settings that you've defined for your community. If fees have been added, this team will receive those custom fees.

  • Never apply custom fees. This will allow you to override your community behavior for custom fees and SKIP adding custom fees for this specific customer.
    ​Note: this will skip ALL custom fees for this team.

How to Skip Custom Fees on One-Time Invoices/Charges

When generating a one-off invoice, you may decide not to apply your standard community custom fees for that specific purchase or invoice.

To opt out, in the one-off invoice screen, find the "Custom Fee Settings" section beneath the line items and select "Show." This will give you the option to include the custom fees on that invoice or to remove them from this specific invoice.

Happy Coworking!

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