Hi lizzy2
If the the invoice was sent without the surcharge option turned on, the surcharge option can be changed later then it needs to be resent to show the updated total. Since your customer has already made payment, and the original invoice is closed off & reconciled, I'd suggest creating a new invoice just for the surcharge alone and enter it manually.
Please feel free to let us know how you go, and if you have any further questions.
Thanks for your reply.
The invoice was sent with the surcharge option on. The client paid the invoice and the surcharge but the invoice they are provided does not include the surcharge amount and therefore does not reflect the full amount paid.
Hi lizzy2
Thank you for the update and sorry for the delayed response.
Just to clarify, whether the CC surcharge option is turned on or not, the invoice amount itself does not change. With the surcharge option turned on, if your customer choose to pay by CC, the amount on screen will automatically add the surcharge amount to the total. The fact that your client has paid the invoice + surcharge suggests that surcharge was added to the invoice correctly.
The payment received for the invoice and the surcharge will be recorded separately into your company file, the surcharge fees will be recorded under the ledger account you chose when turning on surcharging, the Customer surcharging for online payments Help page I linked above explains this in more details.
If you are sitll having problems, please do provide the transaction details with screenshots, we are happy to check it further.
