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mike-omniibuilde
October 22, 2021
Question

How can I have my invoices automatically include credit card fees if my client decides to pay via credit card?

  • October 22, 2021
  • 7 replies
  • 0 views
There is no option to have credit card fees added if my client decides to pay via credit card.

7 replies

Angelyn_T
Angelyn_T
October 22, 2021

Hi Mike. I can help you with adding credit card fees to your invoice transactions.

 

Appending credit card fees to your invoices automatically is not yet an option for now. If your customer decides to pay via credit card, you may edit the invoice to add the fee from there manually. I'll guide you on how.

 

First, create an expense account to allocate your bank feeds to.

 

  1. Click on Accounting at the left pane, then tap on Chart of Accounts.
  2. Select New on the right-hand side.
  3. Create an Expense account and name it Bank Fees.
  4. Hit Save.

 

Then, create an item from the Products and Services window.

 

  1. Go to the Gear icon, then click on Products and Services.
  2. Select New on the right-hand side.
  3. Choose Service.
  4. Name it Bank Fees.
  5. Under Income Account select the Expense Account you just created.
  6. Select Save.

 

Once done, update your invoice, then add the fees (negative amount) on the next line item.

 

Otherwise, you can enter the fees when receiving payments or recording a deposit.

 

Aside from your invoices, you can also get more tips about handling your other bank transactions in the future through this link: Find help with bank feeds and reconciling accounts.

 

If you have any other follow-up questions about handling credit card fees, let me know by adding a comment below. I'm more than happy to help. Have a good one!

K
Kris70
April 11, 2022

That wasn't the question.

    J
    JamaicaA
    April 11, 2022

    I know how convenient it is to have an option to automatically add the fee, @Kris70.

     

    The option to include the fee when your client opts to pay using a credit card is currently unavailable in QuickBooks. In the meantime, we don't have a specific time frame as to when and how this will be implemented.

     

    With this, I’d suggest sending feedback request to our product development team. They will evaluate these and pick some of them to include in future updates. This way, we can help you with your business needs. 

     

    Here’s how:

     

    1. Go to the Gear icon.
    2. Under the Profile column, click on Feedback.
    3. Share your feedback. Then, click Next.

     

    You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

     

    As a workaround, you’ll want to create a service item and manually add it as a line item on your client’s invoice. To do so, follow the recommendations given by my colleague @Angelyn_T above.

     

    For more details about handling credit card payments, check out these references:

     

     

    Once everything is good, you can then proceed to record invoice payments.

     

    Feel free to get back to us if you have additional questions about managing your invoices. Have a great day!

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    October 22, 2021

    @mike-omniibuilde 

    If you are running a B2B company, you may utilize a 3rd party payment processor for free to integrate with your QBO account. You can set the rule who will pay the processing fee if the client chooses to pay by credit card. 

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      prestonearth
      September 2, 2022

      I would also like to have the cc fee added automatically. This seems like it is becoming the norm, and potentially a reason not to use QB.  I cannot even turn off the option reliably, so I keep having to send additional bills to clients for the CC fees.  Is there a more robust way to turn off the cc payment feature?

       

        M
        MadelynC
        September 3, 2022

        Thanks for joining this thread, @prestonearth. I’m glad to share with you the ways to disable the Credit Card payment feature in QuickBooks.


        QuickBooks Online offers several ways to turn the Credit Card payment feature off. First, you’ll want to uncheck the box for Cards under Online payments on the Invoice page.


        Here’s how:

         

        1. Open your QuickBooks account.
        2. Select the + New button, then click Invoice.
        3. Under Online payments, deselect the Card option.


        Take note that this is temporary and applicable for the transaction that you just unmarked.


        Another way is to make the said feature inactive on the Payment Methods. I’m glad to show you the steps:

         

        1. Click on the Gear icon, then select All lists in the LISTS column.
        2. Select Payment Methods.
        3. Go to the Credit Card section.
        4. Select the dropdown menu under the Action column.
        5. Select Make inactive.
        6. Click Yes in the prompt message saying, “Are you sure you want to make Credit Card inactive?”


        Check out this guide for more details: Add, edit, or disable a credit card.


        You can also contact our Merchant team to ensure the Credit Card payment option is disabled. They can remove the option in your payment processing so customers can’t pay via credit card and prevent you from making transactions for fees.


        For credit card fees, to make them automatically added. I suggest sending feedback to our Product Developer team. This way, they can review this matter and might consider it as part of future enhancements.


        Here’s a guide that contains several topics and tips to manage your Payments account and its processing: QuickBooks Payments FAQ.


        Don’t hesitate to leave a message if you have any other questions or concerns besides the Credit Card payment feature. We’ll always be here to help. Take care!

        L
        LR1020
        February 1, 2023

        What other alternatives are available other than QB? not being able to pass on the cc fee is unacceptable.

          E
          Ed116
          February 3, 2023

          It's 2023 and they still dont have this feature?

           

          I do 100% paper checks and cash on my invoices because I don't want to pay 3% and I don't want to raise prices for everyone just because a few people are lazy and want to pay by credit card.

           

          Can anyone at Quickbooks tell us if this feature is even something being considered?

           

          It appears other solutions already handle this - I just can't decide if the effort to change software is worth it for this.

           

            B
            BishopShouldGo
            August 8, 2023

            This is defintely an area where QBO has fallen behind.  It seems like an easy fix that MANY users could benefit from.  It's also a little frustrating when I see the same solution suggested by QBO...adding credit card fees as a line item...especially since the community repeatedly replies that this is not the solution we need.

              Fiat Lux - ASIA
              Fiat Lux - ASIA
              August 9, 2023

              @BishopShouldGo 

              If you are running a B2B company, you can use a 3rd party payment processor to do so for free.

                K
                Kiibbi
                October 26, 2023

                It's such a common practice today to add a credit card fee to a sale.  The option should appear near taxes and should have a percentage number that we can add to the entire sale.  It is extremely inconvenient and make giving the option of paying with a credit card impossible unless arranged prior to creating the invoice.  Very surprising that Intuit has no system for this.

                C
                CCSully
                February 15, 2024

                Make no mistake...Intuit hates you

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