Catherine_B
QuickBooks Team

Payments

I can see how the feature worked for you, Locality.

 

 At this time, the convenience fee beta feature is no longer supported in QuickBooks as we're unable to roll it out in this format due to requirements from the card brand network. Since you already experience issues with the convenience fee, we recommend not using it. Please know that we're looking for an alternative way to offer this feature ongoing in the future.

 

In the meantime, you'll want to create a service item for the convenience fee and manually add it as a line item on your customer's invoice. Here's how:

 

  1. Click the Gear icon, then select Products and Services
  2. Select the New button. And choose Service.
  3. Enter the name of the service item (Convenience Fee).
  4. Choose the account used for the convenience fee.
  5. Click Save and Close.

To get rid of the credit, you'll want to create an invoice for the convenience fee with the same date of the payment and select customer, then use the credit created from the convenience fee payment.

 

For any feature updates, you'll want to visit our QuickBooks blog site from time to time. 

 

Feel free to mention me if you have other questions. Take care!