• "How do I set up credit card surcharging?"
  • "How do I choose which invoices get surcharge?"

Resolution Steps

  1. Navigate to Admin Settings > POS Settings > Surcharges.

  2. Click Add Surcharge.

  3. Complete the following:

    1. Surcharge Name: Assign a name to this surcharge.

    2. Invoice Type (can select multiple): Specifies the types of invoices where surcharging will apply. Verify with the customer what types of invoices should receive surcharge.

      • Reservation: Reservation invoices
      • Service: Service invoices
      • Standalone: POS invoices/transactions
      • Deposit: Prepayments and Security Deposits
      • Payment on Account

    3. Surcharge Enabled (can select multiple): Specifies the types of payment methods where surcharging will apply. It is common practice to select all.

      • Auto-Charge: Payments using auto-charge in Receivables > Statements
      • POS: Transactions in POS Module
      • E-Transaction Center: Online Payments

    4. Credit Card (can select multiple): Specifies the types of payment networks where surcharging will apply. It is common practice to select all.

    5. Item Name: From the dropdown menu, select the Inventory Item that was created for surcharging.

    6. Item Charge Method: This field is automatically populated after selecting the Item Name.

    7. Item Sales Price: This field is automatically populated after selecting the Item Name, but it can be modified if needed.

  4. Click Save.

Verification: The new surcharge name will appear under Admin Settings > POS Settings > Surcharges. Additionally, a new standalone invoice containing the surcharge will be created each time a credit card payment is processed.