I understand that you want to have the option to activate a surcharge or processing fee only if the customer uses the "Pay Invoice" button, Gigi429.
Credit card surcharges are handled differently in each state; the option to automatically add processing fees to an invoice is currently unavailable.
As mentioned by my colleague, most merchant service agreements stipulate that they will cover processing fees for credit card payments. However, in some cases, businesses pass these fees on to consumers as surcharges to avoid incurring additional costs.
Meanwhile, in states where surcharges are legal, they must be displayed at the point of sale and on your receipt.
When a business imposes a credit card surcharge, some protocols must be followed, which vary by state.
On the other hand, you can create a service item for the credit card fee and then manually add it to your invoice. Another alternative solution is to look for a third-party app that suits your needs.
- Hover to the Gear icon, then choose Product & Service.
- Click New and select Service.
- Type in the name of your service item.
- Select the account you'd use to track the processing fees.
- Once done, click Save and Close.
Once done, add the credit card fee as an additional item on your invoice when you charge your customers with the processing fee.
On the other hand, if you have received a payment from your customer, it's important to record it in QuickBooks to ensure that the invoices are marked as paid. This way, you can keep track of your business's financial transactions.
Just tap the reply button and enter your response if you need further information regarding the surcharge or processing fee in QuickBooks Online. I've always got you covered.
