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How to Upload Additional Fees in ConnectBooks

Moishe avatar
Written by Moishe
Updated this week

We’ve introduced a simplified way to add and manage additional fees in your ConnectBooks reports—whether they’re commission fees, shipping fees, or any other type of charge.

Two Ways to Add Fees

You can add fees in two main ways:

  • By Order

  • By SKU (product)

Both methods can be done manually or via simple Excel upload.


Adding Fees Manually

  1. Navigate to the Profit & Loss tab in the menu bar, open the Product Fees page and click Add Fee, then select:

    • The store

    • The item (SKU)

    • The fee name

    • The amount

    • The date

  2. Click Save.

Once saved, the fee will appear in your Profit & Loss (P&L) report for the selected item and date. To edit or delete a fee, simply click the three dots on the right side of the fee entry.

Note: Enter the amount as a regular number. To record a positive income (such as a reimbursement or adjustment), enter the amount with a minus sign (-). This will ensure it appears as a positive value in your reports.


Adding Fees by Order

To add a fee by order, navigate to the "By Order" tab on the products fees page, click add fee, and then:

  • Enter the order number, fee amount, and fee name.

  • Click Save.

  • If the order contains multiple items, the fee will be split proportionally among them.

You can also upload fees by order using Excel:

  1. Click Import.

  2. Download the template.

  3. Fill it out and upload it back.


Customizing and Filtering Fees

  • You can create as many custom fees as you need.

  • The fee name you enter will be how it appears in your reports.

  • You can filter fees by:

    • Fee name

    • Product (SKU)

    • Store

    • Date

Note: This feature includes permission controls. Admins can grant or restrict access to add or view fees for each user in the user settings.

This fee upload feature is different from the fee upload in ConnectStock. That process is done on a ConnectStock item level using a ConnectStock (CS) file, and is not linked by store and SKU like this one. For uploading fees in ConnectStock, please refer to this article for full instructions.

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