Including surcharge for payments

Question

Hi!&nbsp;we have turned on "allow surcharge"for online payments. We are finding that Myob randomly chooses who gets this. Very annoying. is there any way that it can be applied to all invoices automatically? I have to manually tick the box at the moment.&nbsp;&nbsp;NB: They are not reoccuring invoices.&nbsp;

hannah_v · Accepted Answer

Hi, PBTannie&nbsp;
&nbsp;
Thanks for posting. I have read the thread above.
To turn on surcharges for all of your invoices, follow these 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.
Select the option Enable the option to pass on credit card surcharges and choose the applicable income account. This will be the MYOB income account you want to use to track surcharges.
Click Save. Now, you just need to create and send invoices like you normally would. See Creating invoices and Emailing, printing or downloading invoices if you need a refresher.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information
&nbsp;
Regards,
Hannah

pbtannie · Answer

Ok, I don't think you are reading&nbsp; my comment correctly.&nbsp;I have turned on the surcharge in MYOB.&nbsp;Spoiler (Highlight to read)&nbsp;&nbsp; Spoiler (Highlight to read)&nbsp;&nbsp;&nbsp;I go to make a new invoice for a customer. Yes, it will have the tick for surcharge. All is good with that customer.&nbsp;I go to make a new invoice for the next cusomter. The tick is not on.&nbsp;&nbsp;Why is MYOB picking who gets the surcharge? As far as I am aware, all customers are set up the same way.&nbsp;&nbsp;Is this a fault within MYOB as its not including ALL our customers to get the surcharge.&nbsp;

pbtannie · Answer

HI Earl&nbsp;Thanks for the reply. Yes we have done this, however MYOB is still picking and choosing who gets the surcharge. We want every customer to have the surcharge. Is this a fault within MYOB?

pbtannie · Answer

Thank you. So if you turn on the surcharging, you still have to auto tick every single invoice?&nbsp;&nbsp;Pretty time consuming for MYOB. If I turned on allow surcharge, it should be ticked for every customer and invoice. ??&nbsp;I still think MYOB has a fault as this does not make sense.&nbsp;

pbtannie · Answer

That&nbsp; seems wrong. Is there anyone else from MYOB that can advise?

pbtannie · Answer

Thank you for your reply Hannah. This is what we have done as mentioned above. So the next step is, how do we report this fault with MYOB? Do I need to do another post?&nbsp;Our myob is only picking some customers for the surcharge. For the others, we need to manually tick the box. It is very annoying. Obviously a fault in MYOB system. How do I go about reporting this and getting some help?&nbsp;Hannah_V&nbsp; Thanks.&nbsp;

Forum Discussion

Including surcharge for payments

11 Replies

Related content

SURCHARGE

Credit Card Surcharge - Job Code missing

Customer EFTPOS surcharge

Invoice payment link - Credit card surcharge

Online Payment Surcharge

Online Payments: BPay Surcharge

EFTPOS SURCHARGE

Amex surcharges