Online payment surcharge on invoice

Hi Brody_M,

Although the payment will not appear as a line item of the invoice, customers can open the online invoice again to see the receipt. The receipt will contain the total invoice amount, the surcharge amount, and the total.

The window will look similar to this screenshot.

Regards,
Genreve

Hi Brody_M,

You can’t send invoices showing the surcharges in the payment because the software uses separate systems to handle online payments and the ledger file. However, you can inform your customers that the surcharge amounts to 1.8% of the invoice value plus 25 cents.

Feel free to create a new thread if you need any other help.

Thanks,
Genreve

So if a customer want's the invoice value to match the transaction value they were charged there is nothing we can do?

It would be helpful if there was a button to re send or download this payment receipt showing the surcharge amount. If customers didn't receive original email or accidentally deleted it they can't reconcile their payment correctly. Not a great look for an accounting software company to not be able to supply receipts on request.

My customers are constantly requesting Tax Invoices for the Surcharge added at the time of payment.  All it would take is for the payment receipt to say Tax Invoice above the surcharge amount and quote the ABN of the gateway provider.  Otherwise how can the customer get a Tax Invoice for this amount? Our payments are quite large and the surcharge is often above the $80 ATO threshold for requiring a complient Tax Invoice.

Hi Rex,

Thanks for raising this one! Just to clarify, the surcharge only applies when payments are made online. That being said, it sounds like you've got a solid suggestion here – ensuring the payment receipt includes "Tax Invoice/Sales Invoice" with the surcharge amount and the gateway provider's ABN could make things a lot easier for compliance and keeping everything clear for your customers. This definitely feels like an enhancement idea worth looking into and you’re welcome to suggest directly to our developers by posting on our ideas board.

Cheers,

Shella