How to create a product for disbursement fees?
TL;DR: Create a product for variable fees you pay on behalf of clients (such as government filing fees) by using a task field with the type "Price" so the actual amount flows directly into the invoice.
Who can do this
Company owners and main users with access to product settings
The Billing app must be enabled for your company account
Overview
When you pay fees on behalf of a client, the service price cannot be set as a fixed amount on the product because it changes each time. Instead, the value should come from a task field. For example, you pay a government filing fee on behalf of the client and need to pass that exact cost through to the invoice.
Steps to create a disbursement fee product
Create a task field with the type Price.
Navigate to your product settings and create a new product for the disbursement fee.
Configure the product so its price is sourced from the task field you created, rather than a fixed amount.
When working on a client task, enter the actual fee amount in the Price task field.
The amount entered in the task field will be automatically included in the client invoice.
Tip: Because the fee varies each time, always double-check the amount entered in the task field before generating the invoice.
Troubleshooting
The fee amount is not appearing on the invoice. Verify that the task field type is set to Price and that the product is configured to pull its value from that specific task field.
The product shows a fixed price instead of the task field value. Edit the product and ensure the pricing source is set to the task field, not a static amount.
The task field is not available when creating the product. Make sure the custom task field has been created and saved before configuring the product. Refresh the page if it does not appear.
Invoice shows 0 for the disbursement fee. Confirm that the fee amount was entered in the Price task field on the specific task before generating the invoice.
