Receipt for credit card surcharge

Lisabird101

One of my customers paid an invoice online and I had opted for them to pay the credit card surcharge. However she is unable to reconcile as her invoice doesn’t show the card fee of 1.8%. I have looked at her invoice and it doesn’t show the fee anywhere. Can you please assist? 

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Jared-Solo

G'day @Lisabird101 

Short version: nothing’s broken, and your customer isn’t going mad.

When you switch on customer-paid surcharging for Online Payments in Solo, the 1.8% card fee doesn’t get baked into the invoice itself. The invoice shows your original amount as usual. The surcharge is calculated and added at the time of payment, not at the time the invoice is created.

Here’s how it works:

• The invoice shows the original amount only
• When your customer clicks “Pay now” and chooses card, the 1.8% surcharge is automatically calculated
• They see the fee clearly displayed before they confirm payment
• The total they pay = invoice amount + surcharge
• You receive the full invoice amount, and the surcharge covers the processing fee

So from an accounting point of view, the invoice stays clean and unchanged. The surcharge exists at checkout, not on the PDF.

If your customer needs something to reconcile against, they can use:

• The payment confirmation screen
• The emailed payment receipt
• Their bank statement (which will show the full amount including the surcharge)

If you’d prefer invoices to always show a single all-inclusive amount instead, you can turn off customer-paid surcharging and build fees into your pricing instead. Totally up to you and how you like to run things.

 

For a comprehensive overview of how this is all handled in Solo, check out this Online Payments surcharge article