Forum Discussion

PBTannie's avatar
PBTannie
Experienced Cover User
12 months ago
Solved

Including surcharge for payments

Hi!   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 automat...
  • Hannah_V's avatar
    Hannah_V
    12 months ago

    Hi, PBTannie 

     

    Thanks for posting. I have read the thread above.

    To turn on surcharges for all of your invoices, follow these steps:

    1. Click your business name and choose Sales settings.
    2. Click the Payments tab.
    3. Click Edit preferences. If prompted, sign in with your MYOB account details.
    4. 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.
    5. 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

     

    Regards,

    Hannah

Earl_HD's avatar
Earl_HD
MYOB Moderator
12 months ago

Hi PBTannie 

Thank you so much for your post. In your AccountRight Go to the Setup menu and choose Preferences.

  > Click the Emailing tab.

  > Click Edit payment options.

  > If prompted, log in with your MYOB details.

  > Select the option Enable the option to pass on credit card surcharges and choose the applicable income account. ...

  > Click Save.

Please do let me know how you go on this.
Regards,
Earl

  • PBTannie's avatar
    PBTannie
    Experienced Cover User
    12 months ago

    HI Earl

     

    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?

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      12 months ago

      Hi PBTannie 

      If you're already using online payments, you can turn on customer surcharging. This will apply to all customers who make payments using a credit or debit card.
       

      When customer surcharging is turned on, the 1.8% surcharge fee can be passed on to your customers. The 1.8% surcharge fee is GST inclusive, regardless of whether the invoice includes GST.

      Next, you just need to create and send invoices like you normally would.

      Please also note that if a customer chooses to pay via BPAY, they will not incur a surcharge fee. However, you will continue to be charged any fees related to payments received via BPAY.
      Regards,
      Earl
       

      • PBTannie's avatar
        PBTannie
        Experienced Cover User
        12 months ago

        Ok, I don't think you are reading  my comment correctly.

         

        I have turned on the surcharge in MYOB. 

        Spoiler
         
        Spoiler
         

         

        I go to make a new invoice for a customer. Yes, it will have the tick for surcharge. All is good with that customer.

         

        I go to make a new invoice for the next cusomter. The tick is not on. 

         

        Why is MYOB picking who gets the surcharge? As far as I am aware, all customers are set up the same way. 

         

        Is this a fault within MYOB as its not including ALL our customers to get the surcharge. 

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      12 months ago

      Hi PBTannie 

      Once you've turned on customer surcharging (See help article To turn surcharging on or off for a single invoice), you can choose to turn surcharging on or off for individual invoices.

      1. Create the invoice as you normally would.

              2. Select or deselect the Apply surcharge option.

      If you change this setting on an invoice you've already sent, you'll need to save your changes and re-send the invoice.

           3. Complete the invoice as normal and send it to your customer.

      Please do let me know how you go on this.
      Regards,
      Earl

      • PBTannie's avatar
        PBTannie
        Experienced Cover User
        12 months ago

        Thank you. So if you turn on the surcharging, you still have to auto tick every single invoice? 

         

        Pretty time consuming for MYOB. If I turned on allow surcharge, it should be ticked for every customer and invoice. ??

         

        I still think MYOB has a fault as this does not make sense.