How to Add Additional Charges to Quotes with Finishings

Modified on Tue, 18 Mar at 8:50 PM



Step-by-Step Guide to Using Finishings for Additional Invoice Fees

In this tutorial, we will explore how to utilize finishings to add additional fees to invoices effectively. This guide will cover key finishing options like folding, bagging, heat press finishing, and specialized techniques such as leather patch applications.


Step 1: Understanding Finishings in Screen Printing

Finishings refer to the additional processes that can be applied to a product after the main decoration method. These can include:

  • Folding and Bagging – Common for screen printing.
  • Heat Press Finishing – Can also be used for reflective ink applications.
  • Leather Patch adhesives – Requires specialized handling and finishing techniques.
  • Sticker UV Coatings – Requires specialized handling and finishing techniques.

Step 2: Adding a Finishing Option

  1. Navigate to the Finishings section.
  2. Click on Add Finishing.
  3. Enter the name of the finishing. Example: Reflective Ink Markup.
  4. Assign the appropriate markup to offset the additional costs.
  5. Save the finishing option.

Step 3: Creating a Custom Product for Leather Patches

  1. Go to Products and create a new product.
  2. Name the product appropriately, such as Leather Patch.
  3. Add different product variations based on shapes and sizes.
  4. In Step 3 of the product setup, add a Decoration Method for leather patches (e.g., Laser Engraving).
    Click Here View The matrix Flow Tutorial

Step 4: Using Finishings for Adhesive Backing

  1. Click on Finishings and select Add New.
  2. Name the finishing, e.g., Patch Adhesive.
  3. Upload a thumbnail representation.
  4. Enter a description such as "Adhesive backing for leather patches".
  5. Save the finishing.

Step 5: Setting Pricing for Finishings

  1. Click on the finishing you created (e.g., Patch Adhesive).
  2. Set the pricing structure based on the quantity range.
  3. Modify the Minimum Quantityif needed:
    • Navigate to Item Markup.
    • Adjust the minimum quantity (e.g., change it to 1).
    • Save the settings.
  4. Return to Finishings and verify the pricing structure.
  5. Example pricing:
    • Set 0.23 per piece across all quantity ranges.

Step 6: Applying Finishings to an Order

  1. Select the product (e.g., Leather Patch).
  2. Set the Quantity (e.g., 12 pieces).
  3. Choose the Decoration Method (e.g., Laser Engraving).
  4. Select the Finishing Option:
    • If using adhesive, check Patch Adhesive.
    • If stitching, add Patch Stitching as another option.
  5. The finishing cost will be included in the Impression Cost.
  6. Finalize the order and verify that additional charges are applied correctly.

Conclusion

By following this step-by-step guide, you can effectively use finishings to add additional fees to invoices. If you have suggestions for improving the finishing options for specialized applications such as leather patches or promotional items, feel free to provide feedback.

For further assistance, contact support at 602-500-2314

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