Forum Discussion

Trisha_Clements's avatar
Trisha_Clements
Experienced Cover User
6 years ago

How to manage Credit card surcharges

Does anyone currently on-charge to customers credit card surcharges, and if so, how do you manage this and show on customer invoices? Does anyone have an example of how they manage this? specifically...
  • Neil_M's avatar
    6 years ago

    Hi Trisha_Clements 

     

     

    In terms of adding note on an invoice, within AccountRight this could be done by adding a text box on the customized invoice. This would allow you to have a consistent message across all of the invoices.

     

    In terms of showing the surcharge on the invoice, if you use item invoices you could create an item with a price set to the percentage of the surcharge expressed as a decimal. So if for example the surcharge was 10%, then the price on the surcharge item would be 10 cents per item.

     

    When using this surcharge item you would enter in all of the lines and amounts for the invoice to get the final total of the invoice. This total would then be used as the quantity on the surcharge item to calculate the surcharge on that invoice