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SKSLandCo
November 4, 2021
Question

Transfering Fees to Customers

  • November 4, 2021
  • 2 replies
  • 0 views

Is there a way to dynamically setup the ACH fees or CC fees to calculate on the invoice if a customer chooses to use those payment types. The invoice wouldn't have any fees if it was mailed in.

2 replies

MonicaM3
MonicaM3
November 4, 2021

Hi @SKSLandCo.

 

Welcome to the Community! I’m glad you found us. Adding credit card fees automatically when a customer pays their invoice by credit card or ACH would be a great option. Currently, this feature isn’t available in QuickBooks.

 

You could charge your customer the credit card processing fee by adding it to their invoice.

 

You would set up a service item for the fee. Here's how:

  1. Go to Sales then choose Products and Services.
  2. Click on New then select Service.
  3. Enter the name of your service item. (Example CC Fee)
  4. Select the account you'd use to track our processing fees under the Income account drop-down.
  5. Once done, click Save and Close.

 

Then you would add the service item to the invoice.

 

Here is some additional information about credit card processing.

 

Let me know if you have any additional questions about processing fees or anything else. I’m here to help any time.

 

Have a great day!

S
SKSLandCoAuthor
November 4, 2021

I don't want the fees to be on the invoice because the customer has the ability to snail mail a payment and the invoice needs to reflect that. Other software companies have an option that when the customer comes to the option of the fees to pass those on to the consumer. That is what I need to be able to do, dynamically change the invoice to add those fees.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    November 5, 2021
    @SKSLandCo wrote:

    Other software companies have an option that when the customer comes to the option of the fees to pass those on to the consumer. 

     

    @SKSLandCo 

    QB Payment doesn't offer such feature yet. You need to use a 3rd party payment processor to integrate with QBO.

    B
    BaileysBooksllc
    June 22, 2023

    Has there been a change from 2021 in Quickbooks where the fee can be added to the invoice depending on the type of payment the customer decides to make? I saw a video by Aaron Smith, "How to add a credit card fee or surcharge to Quickbooks invoices with no manual work on your end!!!" on YouTube that indicates you can but no instructions on how to set this up. 

      M
      Mark_R
      June 22, 2023

      Hello there, Bailey.

       

      I'd like to make some clarifications about adding credit card fees or surcharges to invoices in QuickBooks Online (QBO).

       

      As mentioned by my colleague MonicaM3, the option to add credit card fees automatically when a customer pays their invoice by credit card or ACH is currently unavailable. As a workaround, you'll have to create a service item for the credit card surcharge and add it as another line item in the invoice. Here's how:

       

      1. Sign in to your QBO account.
      2. Click the Gear icon, then select Product and services.
      3. Select the New button and choose Service.
      4. Enter the item name, like Credit Card Surcharge or any name that can identify it.
      5. From the Income account drop-down, select the category that best describes the fee.
      6. Click Save and close once finished.

       

      Once done, you can now create an invoice and add the surcharge service item.

       

      Just in case you want to view all your sales transactions to check the status, you can check out this article for more guidance: View sales transactions.

       

      Please know that I'm just a reply away if you need any further assistance managing credit card charges. Wishing you and your business continued success!

      S
      Servlaw
      August 14, 2023

      it used to be available.

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