Surcharge charges

Hi mbr,

Thanks for getting in touch. If I understand correctly, you're looking to see how other businesses handle or reconcile payment surcharges.

When you first turned on online payments, you picked a Payment and Fee category. Think of these as the background buckets that track the money you make and the transaction fees you pay. Once a customer pays, the system automatically marks the invoice as paid and drops the numbers into those categories. That is how the hands-free matching process works. You can find more information in these articles:

• Fees and charges for online payments
• Automatically matching online payments
• What happens when a customer makes an online payments

I hope that points you in the right direction. If you meant something else, you can chat with our support team and they’ll sort you out. We can also leave the floor open for other members to share their workflow.

Cheers,

Princess