Credit Card Surcharge - Receipt to customer
Hi There, Our company has passed on the 1.8% credit card surcharge to customer. In the past, the customer was able to receive the payment receipt which gives the breakdown: invoice paid + credi...
Forum Discussion
So what do you do if the client doesn't have the tax receipt email and is requesting a copy of the receipt including the surcharge?
Hi lizzy2 ,
You can still give them proof of the surcharge even without the original email. Open the emailed invoice and, if the payment’s already gone through, the tax receipt will pop up for you to view or download. If they still can’t find it, you can also go to Reporting > Reports > Online Invoice Payments > Transaction Details, open that transaction, and grab a screenshot of the payment details showing the surcharge.
If you need further help with your receipts, you can reach out to our support team by creating a ticket on My Account or connecting with our live chat through MOCA, our virtual assistant.
Regards,
Genreve
Regards,
Genreve
Hi Genreve, The invoice has been paid but as you also pointed out from my end the paid tax invoice does not include the surcharge. I can not find this tax receipt and a screenshot of the transaction details is not going to be enough for a company accounts team.
Hi lizzy2,
You’re right, a screenshot of the transaction usually won’t cut it for an accounts team, and I get that you need a proper tax receipt that clearly shows the surcharge.
When a customer makes a payment, the details are automatically recorded in your file, and you’ll also get an email with a full breakdown of the payment. On top of that email and the online payments report my co-moderator mentioned (which you can export and send to your client), you can also check the surcharge amounts in your transaction list. Just go to Find transactions > Debits and credits, then click on the reference number. It’s usually the same as the received payment but with an extra “S”. You can send a copy of this, along with the actual invoice, to your clients.
Hopefully this will do the trick for you.
Cheers,
Princess
