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
Navigate to the Reports tab in the menu bar, select sales, then click on the Additional Fees button on the top right, then select:
Add Fee
The store
The item (SKU) (Optional)
The fee name
The amount
The date
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 by default, if you want to specify the amount per sku, continue reading.
You can also upload fees by order using Excel:
Click Import.
Download the template.
Fill it out and upload it back.
Specifying Fees by SKU Within an Order
When you upload fees by order using Excel, you can also assign a specific amount to each SKU in that order. The template includes an optional SKU column. Leave it blank to apply the fee evenly among items in the order, or enter a SKU to direct an amount to that product.
For example, say an order contains two SKUs and you want to record the shipping fee separately for each. You can put $10 against SKU one and $5 against SKU two on their own rows. ConnectBooks will record each amount on the SKU you specified instead of splitting the order fee proportionally across the items.
Adding a general fee to a store:
The item SKU is optional. To add a fee that applies to the whole store rather than a specific product, leave the SKU field blank and enter the store, fee name, amount, and date. The fee will be recorded at the store level and will appear in your reports as an unitemized fee.
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.