Collecting additional fees at checkout

Early access

Collecting additional fees at checkout is in early access, and is available to selected Shopify stores. Stores that use Shopify POS aren't eligible for early access. To request access, fill out the early access request form. After you submit the form, your store's eligibility is reviewed. You'll be contacted only if your store is accepted into the early access program.

You can collect additional fees at checkout on specific products, variants, or collections. A fee can apply to all customers, or only to customers in the markets that you select. For example, the law might require you to collect an eco fee, also called an Environmental Handling Fee, on laptops in Ontario, or a bottle deposit on beverages in California.

You can manage fees on the Taxes, duties, and fees page or the Markets page in your Shopify admin.

Staff permissions

To add, edit, or delete fees, users need the Manage taxes and duties and Products store permissions.

Understanding additional fees

A fee is a required line item that's added automatically at checkout. Customers can't add, change, or remove a fee. For these reasons, don't use fees for products, such as tickets or service bookings, or for optional add-ons, such as warranties or product customizations. A fee has no inventory, isn't fulfilled or shipped, and can't be bought on its own.

Additional fees are also different from custom fees in Shopify POS, which staff add to an order manually from a smart grid tile.

A fee is set in your store's currency. If the fee applies only to selected markets, then you can set it in a market's currency instead. A fee is collected only at checkouts that use the same currency as the fee. Fees aren't converted to other currencies.

When customers reach checkout, each fee that applies to the products in their cart is applied in the following ways:

• Per unit: A fee is collected one time for each unit of a product that it applies to. For example, a $2 USD fee applied to a product adds $6 USD when a customer buys 3 units.
• Itemized: Checkout displays a Fees line in the order summary, separate from taxes, that lists the name and amount of each fee. After purchase, fee lines are displayed on the Thank you page, on the Order status page, and in order confirmation emails.
• Stacked: When more than one fee applies to a product, the customer pays each fee that applies.
• Not discountable: Discounts don't reduce fees. Fees also aren't included in the subtotal, so they don't count toward the minimum purchase amount of a discount.

Fees are collected in your online store checkout, including Shop Pay, and in Shopify-powered direct checkouts in AI channels. Fees aren't displayed in your online store cart. Customers view each fee for the first time at checkout.

After a customer places an order, the order keeps the name and amount of each fee that the customer paid.

Considerations for collecting additional fees at checkout

You're responsible for knowing which fees you need to collect, and for remitting them. If you're not sure whether a fee applies to your business, then contact the authority that requires the fee or consult a tax professional.

Before you start collecting fees, review the following considerations:

• Fees are a fixed amount. A fee can't be a percentage, and can't apply to a whole order.
• A fee can apply to products and variants, or to collections, but not to both. In a fee that applies to products, each product or variant can have only one fee amount.
• Your store can have up to 100 active fees.
• You can't collect a fee based on the customer's payment method.
• If a customer checks out in a different currency from a fee, then the fee isn't collected. To collect a fee in a market that uses a different currency from your store, apply the fee only to markets that use that currency, and set the fee in that currency.
• Taxes aren't collected on fees. If you need to collect tax on a fee, then keep your current setup for that fee.
• Some state fees, such as the Retail Delivery Fee in Colorado and the Retail Delivery Fee in Minnesota, are collected through Shopify Tax. If you collect one of these fees through Shopify Tax, then don't add it as an additional fee.
• If you already add a fee product to the cart, such as through an app, then replace that product with an additional fee. After you add the additional fee, remove the fee product and any app or UI extension that adds it, so that customers aren't charged twice.
• You can't edit the fees on an order.
• When you refund an order, you can refund a fee only in full. Partial fee refunds aren't available.

Add a fee

You can add a fee that applies to specific products, variants, or collections. The fee can apply to all customers, or only to customers in the markets that you select. If different products need different fee amounts, then you can add more than one fee amount to a fee. After you save a fee, it's active and applies to new checkouts.

Steps:

1. From your Shopify admin, go to Settings > Taxes, duties, and fees.
2. In the Fees section, click Add fee.
3. In the Name field, enter the name that's displayed to customers at checkout.
4. From the Applies to drop-down menu, select Specific products or Specific collections.
5. Optional: To collect the fee only in specific markets, do the following:
   1. From the All customers drop-down menu, select Markets.
   2. Click Add markets, and then select the markets.
   3. If the markets use a different currency from your store, then select that currency from the Set fee amount drop-down menu. Customers who check out in a different currency from the fee don't pay the fee.
6. Add the fee amounts:
   • To add fee amounts to specific products, do the following:
     1. In the Amount field, enter the fee amount, and then click Add products.
     2. Select the products or variants, and then click Add.
     3. Optional: To collect a different amount on other products, click Add another fee amount, and then repeat the previous steps for that amount.
   • To add a fee amount to specific collections, do the following:
     1. In the Amount field, enter the fee amount, and then click Add collections.
     2. Select the collections, and then click Add.
7. Optional: To refund the fee by default when the product is returned, turn on Refundable on return.
8. Click Save.

Edit a fee

When you edit a fee, the changes apply only to new checkouts. Orders that customers already placed keep the fee that they paid.

Steps:

1. From your Shopify admin, go to Settings > Taxes, duties, and fees.
2. In the Fees section, click the fee that you want to edit.
3. Make any changes to your fee.
4. Click Save.

Delete a fee

When you delete a fee, it no longer applies to new checkouts. Orders that customers already placed keep the fee that they paid.

Steps:

1. From your Shopify admin, go to Settings > Taxes, duties, and fees.
2. In the Fees section, click the fee that you want to delete.
3. Click More actions, and then click Delete.
4. In the dialog, click Delete fee.

Reporting on fees

You can review the fees that you collect and refund, for example, to calculate the amounts that you need to remit. A refunded fee stays on the order's record, so your reports include both the fees that you collected and the fees that you refunded. In your Shopify admin, these fees are called checkout fees, and they're displayed in the following areas:

• Finance reports: The checkout fees reports include fees collected and refunded, by fee and by market.
• Analytics: The Checkout fees metric is the fees collected minus the fees refunded. It's included in total sales, but not in gross sales or net sales.
• Order exports: The Checkout fees column in an order export includes the total fees on each order, in your store's currency. Refunds aren't subtracted.