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November 22, 2022
Question

Convenience fees for credit card use

  • November 22, 2022
  • 1 reply
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How do you add a convenience fee for credit card?

1 reply

November 22, 2022

Hello, gwyn-artz.

 

We'll want to create a service item for the convenience fee, then add it to the invoice or sales receipt. I would be glad to share the complete steps below. 

 

First, we'll want to create a service item as mentioned before. Here's how: 

 

  1. Go to the Gear icon, then select Products and services
  2. Click the New button. 
  3. Select Service for the type. 
  4. For the name, we can set it to something like "Convenience fee."
  5. Let's leave the Sales price/rate as blank. Though if you have a fixed rate, add it instead. 
  6. For the account, select the sales account where you track your convenience fees.
  7. Add any other information.
  8. Once done, hit Save and close

 

Second, let's add the service item when we're ready to raise an invoice or a sales receipt. For the amount, we'll want to manually calculate it then enter it on the column. 

 

 

For reference on the steps, I'll share this article with you: Manually add service fees to invoices in QuickBooks Online

 

I'm sure you'll want to see your sales after raising those forms for your customers. If you'd like some help with it, I'll include this article: Use reports to see your sales and inventory status

 

I'll also add this general article about running reports in QuickBooks: Run reports in QuickBooks Online

 

You can always drop by here if you have other questions about your sales, invoices, or sales receipts. Do you have concerns about other things like running reports? Let me know and I'll gladly help you out.