Forum Discussion

KatieJ2's avatar
KatieJ2
Experienced User
5 years ago
Solved

Credit Card Charges

Good afternoon,   We use both service and item invoices, I have seen the note in the community where you make the cc charge an item on the invoice, however we haven't seen an option for the service...
  • Melisa_D's avatar
    Melisa_D
    5 years ago

    Hi KatieJ2, 

     

    Thank you for your post and feedback, I have passed this on to the right team. While this is not an available feature, as a potential work around for an Item invoice you can set up an Item that you 'sell' and use this item on the invoice to apply the credit card fee.

     

    Article Creating items has instructions on how to set this up in your software. Generally for this type of item you would only tick 'I sell this Item' in the set up. 

     

    Please do let me know if you have any further questions. 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

One2Many's avatar
One2Many
Contributing Cover User

Hi Katie,

 

Stripe rarely deposits the amounts per transaction. Usually the amount is made up of a few transactions.

 

I do have Adninistrator access. 

This is what I just did...I created an item called Cr Card fee and linked it to "Bank Charges" for reporting. I have entered the Stripe fee as a negative amount so the Invoice Total matched with the Stripe payment. It Worked!

 

What was your solution?

 

Cheers

Prash

KatieJ2's avatar
KatieJ2
Experienced User
4 years ago

Sorry Prash, I missed this reply, I think that is the best solution.