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To remove the surcharge from a specific estimate open the sidebar menu and select Payments &amp; Lending.

Uncheck the Surcharging box to remove the surcharge from future credit card payments made on this estimate/invoice.

📝 Please note this change will only apply to this estimate/invoice.

How to turn off the surcharge on an estimate

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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