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
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
