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leslie38
June 9, 2021
Question

Is there an option to allow customers to pay credit card fees to pay an invoice?

  • June 9, 2021
  • 2 replies
  • 0 views

I have many clients asking to pay by credit card, and they are willing to pay the associated fees. How can I set this up as an option for them? I only see that I will incur the fees as the service provider/vendor.

    2 replies

    Angelyn_T
    Angelyn_T
    June 9, 2021

    Yes, there is, Leslie.

     

    At this time, you can include the processing or credit fee amount on the invoice. I'll guide you on how.

     

    1. Open your QuickBooks Self-Employed (QBSE) account.
    2. Click on Invoices at the left pane, then tap on Create invoice.
    3. Enter the transaction details. 
    4. Add the credit card fee on the next line item.
    5. Input the amount.
    6. Save or send the invoice to your customer.
    7. If you've already recorded the invoice, you can edit it and input the fees from there.

     

    Once done,  your customers will be able to receive the invoices with the processing fee.

     

    I've added this screenshot for your visual reference.

     

    If you wish to add sales tax to your invoices in the future, you can use this article as your reference: Manually track sales tax in QuickBooks Self-Employed.

     

    If you have any other follow-up questions about invoices and credit card payments, let me know by adding a comment below. I'm more than happy to help. Keep safe!

    L
    leslie38Author
    June 9, 2021

    Thank you for the quick reply.

    I actually don't want to manually add fees to an invoice, but allow my clients to have that option at time of payment. I have received invoices from other sources that allow that option. Is this not something that Quickbooks offers?

    Thanks again,

    Leslie

      R
      Rea_M
      June 9, 2021

      Thanks for getting back to us, @leslie38. I'm here to provide further details about credit card processing fees using QuickBooks Payments.

       

      Yes, you're right. When you use QuickBooks Payments to take payments from QBSE and as the service provider/vendor, you're the one who will incur the fees for processing credit card transactions. To learn more about QuickBooks Payments fees, I encourage you to check out this article: Standard Payment Fees & Rates.

       

      Also, to answer the most commonly asked questions about credit card processing using QuickBooks Payments, you can refer to this article: Process credit card payments. It includes topics about processing terms, who are involved in credit card processing, and where are they accepted.

       

      In case you have any other concerns about credit card payments and processing fees, let me know in the comments below. I'll be glad to help. Take care always.

      B
      BoonvilleBarn
      September 1, 2023

      Quickbooks outstanding commitment to customer service is exemplified by this thread. A relatively straightforward feature that the community has been asking for for...at least two years.

       

      The only reply folks get is a stock reply making us all feel dumb, and the 'suggest this feature' reply.

       

      We can see that QBO recent increase in credit card processing fees has once again sparked interest in this subject, and yet...

      "I can understand your frustration..."

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