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      1. CurbWaste Knowledge Base
      2. Settings and Configuration
      3. Settings

      Additional Charges

      What are additional charges?

      Additional charges allow you to charge your customers fees in addition to the regular service fees established in your Price Lists.  Setting up Additional Charges will allow you to add these to the order, a generated invoice, or a manual invoice that you create.  CurbWaste offers multiple Additional Charge types which are described below

      Additional Charges consist of the following items:

      1. Charge Name: This is the name of the additional charge that will appear on the customer’s invoice
      2. Charge Type: The charge type will determine what type of automation is tied to the charge.  Please see the Charge Type section for detailed descriptions of each type.

      3. Create Global Additional Charge: Global Additional charges can be applied to multiple customers via Global Price Lists.

      4. Create Customer-Specific Additional Charge: Customer-Specific Additional charges can be applied to the customers that you select in the drop-down. 

      5. Description: Additional information regarding the charge can be added to this field.  This will display on the invoice for your customer

      Charge Types

      Additional Charge: This is the generic, catchall Additional Charge that has no automation built in. This charge can be added to invoices or orders and its quantity and rate can be edited as needed. Additional required fields are listed below:

      • Pricing Type: You have the option of a Flat Rate ($) or a Percentage (%) for the Additional Charge
      • Rate: If you chose Flat for Pricing Type, this will be the $ rate. If you chose Percentage, this will be the % rate.

      Note: $ rates can be negative, but % rate cannot.

      Overload Charge: Overload is an automated Additional Charge. If this charge type is set up, when your Driver indicates there is an overload on pickup, the charge will be automatically added as a line item on the customer’s invoice.
      Note: this is a volume-based calculation, not a weight-based calculation. Additional required fields are listed below:
      • Overload Rate: This is the rate that you will charge per quantity
      • Quantity: Per what quantity are you charging. Typically this will be 1 as you charge the rate per 1 yard overload
      • Dimension: Per Yard will be selected

      Wait Time Charge: This can be used to add a charge to a customer's invoice after your Driver has indicated they have been onsite longer than the allotted free time by using the stop watch at the top of the app after they have clicked "Arrived".  You can set how much free time the customer will receive and then charge an hourly rate for any additional time onsite.  Additional required fields are listed below:
      • Free Time: The amount of time that you will offer at no charge.  This can be 0 or any increment of hours and minutes
      • Wait Time Rate: This is the rate that you will charge per quantity of time that is entered in the next field (recommended per hour)
      • Time: The increment of time that you will charge the Wait Time Rate (recommended per hour)
      • Max Cap Rate: If you have a maximum that you would charge a customer, you can enter it here.  It is required so if there is no maximum you can enter 9999

      Monthly Fee: Monthly Fee is an automated charge that will charge a monthly fee to your customers each month if selected in the order.  One Monthly Fee is tied to a Price List and that will be the rate charged in the order.  This rate can be changed in the order itself.  It will also charge a pro-rated monthly rate for orders created after the 1st of the month.  Additional required fields are listed below:
      • Rate: The rate that you will charge per month to the customer.

      Permit Charge: Permit Charge is not currently an automated charge, but will allow you to set up your rates for permits.  Additional required fields are below:
      • Permit Rate: This is the rate that you will charge to your customers for a permit
      • Validity Period: This is how long (in days) the permit will be valid for
      • Renewal Rate: This is the rate that you will charge the customers to renew the permit
      • Renewal Frequency: This is how long (in days) the renewal will be valid for 

      Trip Charge: For orders that are marked “Unable to Complete” by your drivers, you will be able to add a trip charge on the dispatch screen to generate an invoice.


      Relocation Charge: This is how much you charge for relocation orders. When you schedule a relocation, this additional charge will be added to the customer's invoice.

      Delivery Charge: See more details here.

      How do I Set Up or Update an Additional Charge?

      Creating an Additional Charge

      1. Navigate to Additional Charges by going to Settings → Additional Charges
      2. Enter 
      3. Select Charge Type: The charge type will determine what type of automation is tied to the charge.
        1. Additional Charge
        2. Overload Charge
        3. Wait Time Charge
        4. Permit Charge
        5. Monthly Fee
      4. Select Global Additional Charge OR Customer Specific Additional Charge
      5. If you selected Customer Specific Additional Charge, you can enter and select the customers
      6. Enter in an optional Description
      7. Based on the Charge Type, you will have to fill out 
        1. Additional Charge: Pricing Type (Flat or Percentage) and Rate
        2. Overload Charge: Overload Rate, Quantity, Dimension
        3. Wait Time Charge: Free Time, Wait Time Rate (per hour and minutes), Max Rate Cap
        4. Permit Charge: Permit Rate, Validity Period, Renewal Rate, Renewal Frequency
        5. Monthly Fee: Rate (per month)
      8. Click Create Charge and your additional charge will be added to the list below

      Updating an Additional Charge

      1. Navigate to Additional Charges by going to Settings → Additional Charges
      2. Find the Additional Charge you want to update, click the three dots on the right, and click Edit. The details for that Additional Charge will now populate the blue area above.
      3. Make your desired changes to the Additional Charge
      4. Click Update

      Attaching Additional Charges to Price Lists from Settings

      1. Navigate to Additional Charges by going to Settings → Additional Charges
      2. Click the checkbox(es) next to the Additional Charge(s) you want to attach
      3. Click Attach to Price List. A window will pop up allowing you to select the Price Lists where you want to attach the additional charges
      4. Click Attach Additional Charges

      Attaching Additional Charges to Price Lists from Services/Price Lists

      1. Go to the Services page and find the price list
      2. Click the "+ Add Charges" button on the top right
      3. Search or select the Additional Charges you want to add
      4. Click "+ Add Charges" on the bottom

      Auto-apply Additional Charges

      Additional Charges can also be configured to auto-apply to orders that use the specific price list. With this setting toggled on, when you create an order and use a SKU from that price list, the Additional Charge will automatically be added to the order. 

      To toggle this on, navigate to the price list and click on the Charges tab. You will see an option for "Automatically Apply" for each Additional Charge. 

      Only the "Additional Charge" Charge Type is able to use this setting. You can see below that "Wait Time Charge" and "Trip Charge" do not have this option. 

       

       

       

       

      Updated: 2/2/25