Over time your Additional Fees list can fill up with duplicates, typos and leftover test entries. The Manage Fees tab lets you clean all of that up in 1 place. You can rename a fee, delete a fee, or merge 2 or more fees into 1, so your reporting stays consistent.
Where to find it
Go to Reports, click Sales, then click Additional Fees. Open the Manage Fees tab (the last tab, after By Shipment).
You will see every fee name you have created, along with a search box. Hover over a fee to see its usage counts.
Rename a fee
Click the pencil icon next to a fee, type the corrected name, then click the green check to save or the X to cancel.
For example, say you set up a fee as "Commision Fee" with a typo. Open Manage Fees, click the pencil, fix it to "Commission Fee," and save. Every record tied to that fee updates automatically.
Delete a fee
Click the trash icon next to a fee to remove it. You can only delete a fee that has no data attached to it, so unused names and test entries are safe to clear out.
The usage counts show how many times a fee is used By Sku and By Order/Items. When both counts are 0, the fee has no data and can be deleted.
Merge 2 fees into 1
To merge fees, rename 1 fee so it exactly matches another. Click Merge to confirm. ConnectBooks treats fees with the same name as 1 fee and combines their data.
For example, 1 teammate created "19% Allowance" and another created "Marketplace 19% Allowance" for the same charge. Rename 1 so it matches the other exactly, then click Merge to confirm. Your reports now show 1 clean line instead of 2.
Work with many fees at once
Click Select, tick the fees, click Action, then Merge. Under Merge Into, pick the fee to keep, then click Merge. Merge needs at least 2 fees.
To delete many fees, click Select, tick the fees, click Action, then Delete, then click Delete to confirm. Delete skips fees that are in use.
A few tips
Use the Search Fee Names box to jump straight to a fee when your list is long.
Check the usage counts before deleting, so you never remove a fee that still has data behind it.
Frequently asked questions
Why can't I delete a fee?
The fee still has data attached. Only fees with 0 usage can be deleted.
How do I merge 2 fees?
Rename 1 fee so it exactly matches the other, then click Merge to confirm. Or click Select, tick the fees, click Action, then Merge. Under Merge Into, pick the fee to keep, then click Merge.
What happens to old records when I rename a fee?
Every record tied to that fee updates automatically.
What happens if I bulk delete fees that are in use?
ConnectBooks skips the fees that are in use and deletes the rest.