Add a Surcharge or Discount to a SalesDoc

Hoops allows you to add percentage-based Surcharges or Discounts to your SalesDocs.

A Surcharge/Discount is always percentage-based:

If you need to add a fixed dollar amount instead, use an Additional Cost.

The most important concept to understand is where the Surcharge/Discount is added:

Apply a Surcharge/Discount to a Group

When a Surcharge/Discount is added within a product group, it only affects the items inside that group.

Open the toolbox or use the Quick Add section.

Select either:

Place the Surcharge/Discount at the bottom of the desired group.

The percentage will calculate only from the products and items inside that group.

Enter:

Examples include:

Choose whether the Surcharge/Discount should:

Rolled-up: Be rolled into the product pricing
Itemized: Appear as a value displayed to the customer (most common in for Surcharges/Discounts)

If you want the Surcharge/Discount to apply to the full SalesDoc, it must be added into its own separate group.

This causes the percentage to calculate from all groups and items within the SalesDoc.

Scroll to the bottom of the SalesDoc and select Add New Group.

Inside the new group, add either:

Do not add products, decorations, or additional costs into this group.

Enter the name and percentage amount as required.

The Surcharge/Discount will now calculate based on the total value of the entire SalesDoc.

Hoops can automatically apply a Surcharge when customers choose to pay using Stripe and a credit card.

This is useful for recovering payment processing fees automatically during checkout.

See the dedicated article on Automatic Credit Card Surcharges with Stripe for setup instructions and configuration details.