PortaPro lets operators recover real operating costs without rebuilding pricing every time. You can create a reusable surcharge and fee library once, then apply common billing adjustments on quotes or invoices in one click.
Supported surcharge types:
This is designed for real portable sanitation billing scenarios such as:
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What You Can Do
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How Surcharges Work
Flat Amount
Use a fixed dollar value such as:
Best for:
Percentage of Subtotal
Use a percentage of the current document subtotal such as:
Best for:
Per Quantity
Use a measured rate multiplied by a recorded quantity such as:
Best for:
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One-Click Apply on Quotes and Invoices
PortaPro supports one-click surcharge application on both quotes and invoices.
Operators can:
This keeps common fees fast and repeatable while still allowing edge-case billing.
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Per-Quantity Auto-Fill From Completed Jobs
When creating an invoice from a completed job, PortaPro can auto-apply compatible per-quantity surcharge drafts from recorded job outputs.
Example:
This is especially useful for:
Important behavior:
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Undoing Auto-Applied Surcharges
When PortaPro auto-applies surcharge drafts from a completed job, the invoice workflow shows a review banner.
Operators can:
This makes automation visible and reversible instead of hidden.
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Quote-to-Invoice Carryover
Surcharges applied during quote creation are not cosmetic.
They:
That means the surcharge logic used to price the quote stays attached to downstream billing.
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Tax and Surcharges
PortaPro supports disabled, flat-rate, and automatic jurisdiction-based tax methods.
Tax handling works with surcharges as follows:
This keeps pricing flexible while still preserving tax transparency.
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Typical Billing Formula
A simplified pricing formula looks like this:
Total = Subtotal - Discount + Additional Fees + Surcharges + Tax
The exact tax amount depends on:
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Best Practices
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FAQ
What are surcharges in PortaPro?
Surcharges are reusable billing adjustments you can apply to quotes and invoices to recover variable operating costs such as fuel, disposal, or environmental fees.
Can I apply surcharges with one click?
Yes. PortaPro includes quick-apply surcharge chips so operators can add common surcharge templates to quotes or invoices in one click.
Can PortaPro charge disposal by gallons pumped?
Yes. PortaPro supports per-quantity surcharges, which are designed for measured outputs such as gallons pumped. In job-to-invoice workflows, compatible surcharge templates can auto-populate from completed job output values.
Can I still add one-off fees?
Yes. PortaPro also supports custom one-off surcharge entries when a reusable template is not the right fit.
Do surcharges carry from quote to invoice?
Yes. Surcharges applied during quote creation are preserved and carried into quote-derived invoices as billing snapshots.
Can I undo auto-applied fees?
Yes. When PortaPro auto-applies surcharge drafts from a completed job, the invoice workflow shows a review banner with an Undo action so the operator can remove only the auto-applied drafts.
Do surcharges affect tax?
Taxable surcharges are included in the taxable portion of the document total. Non-taxable surcharges are not.
Does fallback tax mean billing failed?
No. Fallback tax means PortaPro could not fully resolve the jurisdiction automatically, so it used the configured fallback behavior instead of blocking billing.
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