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dnmh
April 4, 2023
Question

Has anyone figured out how to add QB Payments credit card fee as a line item to customer invoices, but in a way that the customer only pays it if they pay by card?

  • April 4, 2023
  • 1 reply
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    1 reply

    DivinaMercy_N
    DivinaMercy_N
    April 4, 2023

    Hello there, @dananorthrup-mai. I want to ensure you'll be able to add a credit card fee to your customer's invoices in QuickBooks Online (QBO).

     

    To do so, you can create a service item for credit card fees and add it to your customer invoices. Here's how:

     

    1. In your QBO account, select the Gear icon and click Product and Services.
    2. Click the New option and choose Service. 
    3. Enter the name in the Name field (ex. Credit card fee).
    4. Next, check the I sell this product/service to my customers section and select the expense account for the fee in the Income account dropdown.
    5. Once done, click Save and close.

     

    After that, create an invoice and add the service item as another line item on the form. 

     

    When finished, you can use this resource as a guide in recording customer payments in QBO: Record invoice payments in QuickBooks Online.

     

    I'm always here ready to help if you have any other concerns managing your customer's invoice. Please don't hesitate to leave a reply below. Have a good one and stay safe. 

    D
    dnmhAuthor
    April 5, 2023

    Thank you so much for the quick response! As a follow-up question - we offer our customer the option to pay via credit card and also ACH through QB, and they also sometimes mail us paper checks. If they choose to pay by one of the other methods where QB Payments does not charge a fee, can they opt to not pay the credit card fee?

    JaeAnnC
    JaeAnnC
    April 5, 2023

    Thanks for getting back to us, dnmh.

     

    Allow me to chime in and share further details about the processing fees when receiving payments using QuickBooks Payments.

     

    Yes. If your customer chooses not to pay the credit card fee, you can manually delete the line item containing the service fee and send the updated invoice. Here's how:

     

    1.  Go to Sales and select Invoices.
    2. Look for the customer's invoice. You can also use the filter section for a quicker search.
    3. Once found, select the dropdown arrow from the Action column and click View/Edit.
    4. Select the trash bin icon on the rightmost part to delete the service fee line item.
    5. Click Save and send.

     

    Furthermore, you may ask for a rate review in QuickBooks Payments to check if you qualify for fee discounts. For further details, please visit this link: Request a rate review of QuickBooks Payments discount fees.

     

    You can always get back to us for any follow-up questions about receiving payments. I'd be glad to assist you further. Have a great day ahead!

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