Forum Discussion

Aaron76's avatar
Aaron76
Contributing Cover User
23 days ago

Invoice with CC Surcharge

We have online payments setup with customers paying the surcharge. I receive an email when someone has paid and what the Merchant fee was.

 

A customer has requested an updated invoice with the surcharge included.

 

Is the customer emailed a receipt with the surcharge included? Are the customers able to download an updated invoice which has the surcharge amount included?

 

Otherwise, is there a way to achieve this without editing the invoice, printing, then undoing the changes?

3 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator

    Hi Aaron76,

     

    Thanks heaps for your question. It's a ripper!

     

    When you've got surcharging enabled in MYOB, the good news is it'll automatically apply to all customers who pay using the Pay Securely button. Too easy!

     

    Once they click that button, they'll see a clear breakdown. The original invoice amount plus the surcharge, giving them the total upfront before they hit confirm. No surprises, no dramas.

     

    If you're after more of the nitty-gritty, this link runs through all the details for you: Customer surcharging for online payments.

     

    Regards,

    Sai

    • Aaron76's avatar
      Aaron76
      Contributing Cover User

      Thanks for your response,
      The customer doesn't seem to get an official tax receipt, or an updated invoice, that they can use to claim the correct amount in their accounts.
      Is this correct?

      • Shella_A's avatar
        Shella_A
        MYOB Moderator

        Hi Aaron76,

         

        Whether customers receive an official tax receipt or an update invoice usually depends on their online payment setup. You can check out the helpful article provided by Isaiah_C for more details about the setup. If you need a hand or have any other questions, feel free to reach out to our team through our virtual assistant MOCA or drop us a support ticket via MyAccount we’re here to help!

         

         

        Cheers,

        Shella

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.