Every charge, on every quote and invoice — applied automatically.
Define fees and surcharges once — fuel levies, tolls, environmental — and let the inheritance engine apply the right charge at the right level. Quoting and invoicing always pick up the correct fee, so margins stay protected and nothing falls through the cracks.
- Fee inheritance: tenant → customer → product — clear precedence
- Fuel levies, tolls, environmental and custom surcharges
- Collected dollars, persisted cents — no rounding surprises at invoice time
- Assign fees per customer or product, or set a platform-wide default
What it does
The right charge, on every line, applied automatically
Define fees and surcharges once — fuel levies, tolls, environmental — and let the inheritance engine apply them at the right level. Quoting and invoicing always pick up the correct fee.
Most specific fee wins: tenant → customer → product. The operator sees the charge; they don't have to remember it.
Fee inheritance engine
Define fees at tenant, customer, or product level. The most specific assignment wins — quoting and invoicing always apply the right charge automatically.
Fuel levies & surcharges
Fuel levies, tolls, environmental charges, and custom surcharges — per tonne, per load, or flat. Apply them consistently across every quote and invoice.
Per-customer & per-product assignment
Give a specific customer their own fuel levy, or a product its own environmental fee. Or set a platform default and override only where needed.
Dollars in, cents out
Fee forms collect dollars and persist integer cents. A $60 fee is invoiced as $60.00 — never $0.60 from a unit mix-up.
Quote & invoice integration
Fees appear on quote line items and invoice lines automatically. No remembering to add the levy — the engine does it.
Margin protection
Because the right fee is always applied, margins aren't eroded by a forgotten surcharge. Finance and sales see the same number.
How it works
From fee definition to applied charge in four steps
Set defaults, override where needed, and let the engine do the rest. No manual surcharge line on every quote.
- 01
Define your fees
Create fees — fuel levy, toll, environmental — with a type (per tonne, flat, percentage) and a default amount at the tenant level.
- 02
Assign where it matters
Override the default per customer or per product. The inheritance engine resolves the most specific assignment when quoting or invoicing.
- 03
Quote & invoice automatically
When a quote or invoice line is created, the applicable fee is applied automatically. The operator sees it; they don't have to remember it.
- 04
Audit & adjust
Review fee assignments in one place. Update a levy rate and every new quote picks it up — existing invoices keep their captured values.
Key capabilities
What Fees & Surcharges adds
A fee engine that protects margins by applying the right charge, every time, without operator effort.
Clear inheritance precedence
Tenant → customer → product. The most specific assignment wins, and the applied fee is visible on every line.
No guessing which fee applies to which line.
Flexible fee types
Per tonne, per load, flat, or percentage. Fuel levies, tolls, environmental — define the charge the way your business charges it.
Fees that match how you actually price.
Per-customer & per-product overrides
Set a platform default, then override for a specific customer or product. Manage exceptions without losing the default.
Special cases without special-case chaos.
Money-safe persistence
Fees are collected in dollars and persisted as integer cents. No floating-point rounding surprises on the invoice.
$60 is $60.00, never $0.60.
Automatic on quote & invoice lines
Fees apply automatically when a line is created — operators see the charge, they don't have to add it.
No forgotten levies eroding margins.
Margin protection
Because the right fee is always applied, sales and finance see the same number. Margins aren't quietly eaten by a missed surcharge.
Quotes and invoices that match, every time.
Fees & Surcharges module
Stop losing margins to forgotten surcharges
See how the fee inheritance engine applies fuel levies and surcharges automatically. Book a demo and we'll show you the precedence flow.