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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
ChristieAnn
QuickBooks Team

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Welcome to the QuickBooks Community, joe-joezuppa.

 

Having customers pay credit card fees or automatically add processing fees to an invoice is currently unavailable. I've got alternative steps to ensure you can still achieve your goal in QuickBooks Online.

 

Beforehand, please know that most merchant service agreements stipulate that the merchant will cover processing fees for credit card payments. However, in some cases, businesses pass these fees on to consumers in the form of surcharges to avoid incurring the additional costs themselves.

 

I recommend creating a service item and naming it Credit Card Processing Fee. This way, you can manually add it to your invoice so your customer will be able to include this on their payment along with the other goods.

 

To begin, these are the steps:

 

  1. Click the Gear icon.
  2. Choose Product & service.
  3. Click on New then select Service.
  4. Enter the name of your service item. (Example CC Fee)
  5. Select the account you'd use to track the processing fees.
  6. Click Save and Close.

 

Once done, you can now add the created item as an additional one on the customer's invoice. I've added a screenshot below for visual reference.

 

In case you need steps on how you can view the status of your sales transactions such as open and paid invoices, you can read this article: View sales transactions in QuickBooks Online.

 

Don't hesitate to get back to me anytime by clicking the Reply button below if you still have further concerns related to invoices. I'll make sure to respond right away, joe-joezuppa. Stay safe, and have a nice day!

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