Adjustments & fees
Between the subtotal and the balance due, an invoice can carry discounts, a fee and store credit: a one-time discount, the supplier's promotion, a loyalty discount, a Clipp coupon, store credit, and a one-time order fee (such as a delivery fee). This page explains each row and how the total is worked out.
Who uses it
- Supplier staff set them on the order while it's being prepared.
- Restaurants see each one as a line on the invoice.
How it works
Where they're set
On the order (Orders → open an order), the Promotions & Fees drawer, Edit / Done. Editable while the order is Pending (Placed) or Packing (Confirmed), by users with full order access. Once it's Ready for Delivery, they're fixed.
| Section | Controls |
|---|---|
| Promo/Discount/Store Credit (Optional) | Apply Default Promotions, Apply Loyalty Discount (only for linked customers), Apply Store Credits with an amount, Add One-time Discount: "Take [ ] percent off" or "Give $[ ] off discount" |
| Fees & Charges (Optional) — "This amount will add to the total as fees & charges" | $ or % toggle, value, Fee Description |
| Note (Optional) | Order note |
Validation: "Percentage must be between 0 and 100"; "Amount must be greater than 0"; store credit "Amount must be less than or equal to total order amount ($X)", "Amount must be less than or equal to available store credits ($X)", "Amount cannot be negative". Done is disabled while the store credit entered is more than the customer has.
A supplier's default delivery fee is added automatically when no fee is entered; entering 0 waives it.
Store credit can also be applied later as a payment, from the Manage Payments panel. Either way it shows as Store Credits on the invoice.
The rows, as printed
Every adjustment is its own row, in the order it was added, printing the label it carries.
| Row | Comes from | Sign |
|---|---|---|
| Promotions | The supplier's best promotion: first-order percent off or percent off, never both | − |
| Loyalty Discount | The customer's loyalty tier | − |
| The one-time discount's label, or Discount | The order's one-time discount | − |
| Clipp Promotion | A Clipp coupon the customer unlocked | − |
| The fee's description, or Delivery Fee (default) / Order Fee | The one-time order fee. A percentage fee doesn't add "(3%)" to its label. | + |
| Opening Balance | A balance carried over from before the supplier started on Clipp; set up by Clipp, not typed | + |
| Store Credits | Customer credit applied. It's a payment, so it comes after the total, not off it. | − |
Rows of $0.00 are left out. A label the supplier typed prints exactly as typed.
Calculations
Every percentage is taken from the subtotal (after returns), never from an already-discounted figure, and rounded to the cent when the row is made. Nothing compounds.
Total = subtotal + fees − discounts. Discounts can't add up to more than the subtotal plus fees: if they would, the overage comes off the last discount first, so the total never goes below $0.00.
Balance due = total − paid − store credit applied − Clipp payout.
| Item | Rule |
|---|---|
| Promotion | Subtotal × %, capped at the promotion's maximum, only if the subtotal meets its minimum |
| One-time discount | Flat amount, or subtotal × % |
| Loyalty | Subtotal × tier % |
| Fee | Flat amount, or subtotal × % |
Worked example
Subtotal $233.62 (not a first order).
| Row | Working | Amount |
|---|---|---|
| Subtotal | $233.62 | |
| Promotion (10% off, max $20) | 233.62 × 10% = 23.36, capped | −$20.00 |
| One-time discount (2.5%) | 233.62 × 2.5% = 5.8405 | −$5.84 |
| Loyalty Discount (2%) | 233.62 × 2% = 4.6724 | −$4.67 |
| Fees & Charges (3%) | 233.62 × 3% = 7.0086 | +$7.01 |
| Clipp Promotion | −$15.00 | |
| Total | $195.12 | |
| Store Credits applied | −$10.00 | |
| Balance Due | $185.12 |
After a $100.00 payment, Balance Due $85.12, Partially paid (paid $100.00 + $10.00 credit is still under $195.12).
Edge cases
| Case | Result |
|---|---|
| Discounts larger than the order (e.g. subtotal $10.00, $15.00 flat discount) | The discount is cut back so the total is $0.00 |
| Promotion minimum not met | No promotion row |
| First order with both promotions | The bigger one applies; a tie goes to the first-order promotion |
| Return after store credit was applied | If the total would drop below the credit applied, the extra credit goes back to the customer automatically |
| 2.5% of $33.33 | 0.83325 → $0.83; total $32.50 |
| 2.5% of $33.40 | 0.835 → $0.84; the printed lines add up to the total |
Where it lands in the books
When payments come in, the first money covers the order fee: it's booked under Other Income – Order Fees as "Order Fee Payment Received", and the rest under the payment method's category as "Order Payment Received". See Manage Payments → order fee. Discounts, store credit and coupons aren't booked as expenses.
For sales figures, a Clipp coupon is added back (it's a sale Clipp pays for), and store credit was never taken off: net sales = subtotal + fees − the supplier's own discounts.
Where it shows up
Invoice page and PDF totals box, the order's Promotions & Fees drawer, the invoice list's Invoice Total, and the sales report.
Permissions
| Role | Edit adjustments |
|---|---|
| Admin, Clerk, Driver, Warehouse, Sales Person | Yes, while Pending or Packing (full order access) |
Decisions
- All percentages come off the subtotal. Predictable for suppliers and customers. (code:
getCalculatedAmounts) - Promotions never stack. One promotion per order. (code:
getCalculatedAmounts) - A stated $0 fee waives the default delivery fee. So a supplier can drop it for one order.
- Store credit is a payment, shown in the totals and in the payment-method list. It settles what's owed without counting as cash received, and the invoice total stays whole. (#2306)
- Percentages are rounded when the row is made. The printed rows always add up to the total.
Known limitations
- Buy-X-get-Y promotions aren't applied.
- A discount's or fee's printed label is whatever the supplier typed; Clipp doesn't translate or normalise it.
FAQ
Why is the delivery fee on this invoice? I didn't add it. It's the supplier's default fee, added when no fee is entered. Enter 0 in Fees & Charges to waive it.
Why didn't the promotion apply? The subtotal was below the promotion's minimum, or a bigger promotion applied instead.
Why does this invoice show Store Credits twice? Once in the totals, and once in the Payment Method list, because store credit is applied as a payment.