Including surcharge for payments

Ok, I don't think you are reading  my comment correctly.

I have turned on the surcharge in MYOB. 

I go to make a new invoice for a customer. Yes, it will have the tick for surcharge. All is good with that customer.

I go to make a new invoice for the next cusomter. The tick is not on. 

Why is MYOB picking who gets the surcharge? As far as I am aware, all customers are set up the same way. 

Is this a fault within MYOB as its not including ALL our customers to get the surcharge. 

HI Earl

Thanks for the reply. Yes we have done this, however MYOB is still picking and choosing who gets the surcharge. We want every customer to have the surcharge. Is this a fault within MYOB?

Thank you. So if you turn on the surcharging, you still have to auto tick every single invoice? 

Pretty time consuming for MYOB. If I turned on allow surcharge, it should be ticked for every customer and invoice. ??

I still think MYOB has a fault as this does not make sense. 

That  seems wrong. Is there anyone else from MYOB that can advise?

Thank you for your reply Hannah. This is what we have done as mentioned above. So the next step is, how do we report this fault with MYOB? Do I need to do another post?

Our myob is only picking some customers for the surcharge. For the others, we need to manually tick the box. It is very annoying. Obviously a fault in MYOB system. How do I go about reporting this and getting some help? Hannah_V  Thanks. 

Hi, PBTannie I totally understand your concern about this.

No need to create another post regarding this, I'll forward this to the relevant team so that they can take action about this.

Thank you!

Hi PBTannie 

Thank you so much for your post. In your AccountRight Go to the Setup menu and choose Preferences.

  > Click the Emailing tab.

  > Click Edit payment options.

  > If prompted, log in with your MYOB details.

  > Select the option Enable the option to pass on credit card surcharges and choose the applicable income account. ...

  > Click Save.

Please do let me know how you go on this.
Regards,
Earl

Hi PBTannie 

If you're already using online payments, you can turn on customer surcharging. This will apply to all customers who make payments using a credit or debit card.
 

When customer surcharging is turned on, the 1.8% surcharge fee can be passed on to your customers. The 1.8% surcharge fee is GST inclusive, regardless of whether the invoice includes GST.

Next, you just need to create and send invoices like you normally would.

Please also note that if a customer chooses to pay via BPAY, they will not incur a surcharge fee. However, you will continue to be charged any fees related to payments received via BPAY.
Regards,
Earl
 

Hi PBTannie 

Once you've turned on customer surcharging (See help article To turn surcharging on or off for a single invoice), you can choose to turn surcharging on or off for individual invoices.

1. Create the invoice as you normally would.

        2. Select or deselect the Apply surcharge option.

If you change this setting on an invoice you've already sent, you'll need to save your changes and re-send the invoice.

     3. Complete the invoice as normal and send it to your customer.

Please do let me know how you go on this.
Regards,
Earl

Hi PBTannie 

Yes, Once you've turn the surcharging on, you'll need to tick every invoice manually.

Regards,
Earl