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This article shows Xero-integrated customers how to set up a product group and product for a surcharge or travel fee so it can be added to a customer invoice.
Surcharge or Travel to invoice
How to set up a product for Surcharge or Travel fee This applies to Xero customers only
You will need to set up a product Group To do this go to > Settings > Company Lists > Product Groups > Press the Green 
> Name > Description > Category > Account ( You will need to speak to your Accountant for that >
After you have set up your Product Group then set up your product
Go to Products > Press the Blue 
sign > Select Item Code > Description >Group select what you set up as a group > Don't Upd. Qty toggle change to yes > You will need to speak with your accountant to find out if the fee is GST free or not
This only applies if you integrate with Xero
> Name > Description > Category > Account ( You will need to speak to your Accountant for that >
After you have set up your Product Group then set up your product
Go to Products > Press the Blue sign > Select Item Code > Description >Group select what you set up as a group > Don't Upd. Qty toggle change to yes > You will need to speak with your accountant to find out if the fee is GST free or not
This only applies if you integrate with Xero
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- If you have an accounting integration enabled, this change will sync to your accounting system on the next sync cycle.
- You can search for a customer by name, phone number, or email address using the search bar.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
What is the difference between a cash customer and an account customer?
A cash customer pays at the time of service, so there is no outstanding balance. An account customer can be invoiced and given payment terms, allowing them to pay later. You can track account customer balances through the customer balances report.
