Forum Discussion
Thanks for replying Chris.
We have it set up to accept online payments in the app, which is working well, however you don't have the option to tick 'apply surcharge' that you have on the desktop version. As a result, we don't appear to be able to pass the surcharge onto the client.
Are we missing something?
Jo
Hello JV88
When you set up online invoicing, you do have the setting to turn on online surcharging for all invoices. and you will have the option to turn it off for individual ones when creating the invoice while in the application.
This should apply to all transactions from wherever you send them.
I have linked our Help Article on surcharging customers which provides the steps to turn this on for all invoices.
If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.
- JV882 years agoContributing Cover User
I've been waiting for the statement to see if the surcharge is being charged to the client - but its not (we have not received any payment into the income account selected for the surcharge)
I looked at the 'surcharging customers' article you mentioned in your reply, but my screen is different to what is shown in the article. I am using version AccountRight 2022.10.24.7529 and this is what I see (format changed when posted):
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Credit card surcharging
Choose to pass on the credit card fees for MasterCard, Visa & AMEX payments before you send your invoice.
Surcharge OptionsO Don’t surcharge credit card paymentsO Enable the option to pass on credit card surcharges-------------------------------------------I do not have the button to select "Surcharge Credit Card payments", and there is no option when processing invoices in the app to select to pass on the surcharge as there is in the desktop version.Please help- ChrisMYOB2 years agoFormer Staff
Hello JV88
If you are changing the settings through the web browser rather than the desktop application. these settings can be found by doing the following steps:
- Click your business name and choose Sales settings.
- Click the Payments tab.
- Click Edit preferences. If prompted, sign in with your MYOB account details.
This is where you will be able to turn on surcharging.
If the screens are different are you able to please provide screenshots of how yours appears so that I may investigate further.