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April 11, 2019
Question

How do I add in a convenience fee for paying by credit card?

  • April 11, 2019
  • 12 replies
  • 0 views
I want the fee to only be present if they pay be credit card.

12 replies

April 11, 2019

Thank you for posting in the Community, @NealRM.

 

Currently, the ability to add a convenience fee for paying by credit card is not available in QuickBooks Online.

 

As a workaround, you would need to create a service item for the credit card convenience fee and manually add it as a line item on your customer's invoice to indicate the fee. Let me show you how.

  1. Go to the Gear icon
  2. Choose Products and Services
  3. Click the New button
  4. Select Service
  5. Enter the name of the of the service item. 
  6. Put a check mark on “I sell this product/service to my customers.” 
  7. Choose an expense account (for example Other Expenses) from the Income account drop-down. 
  8. Click Save and Close.

 

Here’s how to add the service item on the invoice:

  1. On the create invoice page, click Add line.
  2. From the Product or Service drop-down column, choose the charge convenience fee you created. 
  3. Click Save and Close.

 

In the meantime, you can visit QBO Blog to learn about the new updates being rolled out by Intuit.

 

Feel free to post again if you have other concerns. I’m always willing to help.
 

NealRMAuthor
April 11, 2019

How would that work if they wanted to pay be check? I don't know when I send out the invoice if they will choose to send a check or pay by credit card. I only want the charge there is they pay be CC.

 

Also, on step 6, there is no "I sell this product/service to my customers." stop to check.

NealRMAuthor
April 11, 2019

Based on another reply, it appear that this is another thing that quickbooks can't do. It's a rather common item, don't know why this feature isn't present. 

April 11, 2019

It's not automated.  Add the fee manually on the invoice, after a sub-total,  on a new line, and in the email message, notify them if they pay by ACH,  then they must fill in the lower amount, when they enter the payment amount.   Then delete the extra line, once they've paid

NealRMAuthor
April 11, 2019

Thanks for the reply. That would work for if you have a very limited number of invoices. But I send out a few hundred. So manually adding and removing lines on the invoice would triple my workload. In addition, it would confuse many of my clients. So it's not a solution that would work for my business.

April 11, 2019

@NealRM wrote:

Thanks for the reply. That would work for if you have a very limited number of invoices. But I send out a few hundred. So manually adding and removing lines on the invoice would triple my workload. In addition, it would confuse many of my clients. So it's not a solution that would work for my business.


So you will have to find another provider that does allow this, although it may not exist because it is illegal in some states apparently

January 30, 2020

One way that QB does allow is under Customer, Payment Settings, Price Level. Typically used to give special discount pricing, it can also be used to increase price by percentage. For instance, you can create a "Transaction Fee" (or, if you prefer, ADM) price level and assign a fixed percentage to everything, or on an item-by-item basis. That way, every item pulled into an invoice is automatically increased by the percentage defined in the price group.

June 16, 2020

I'm having the same issue as everybody else, wishing this was an added feature. QB boasts about making things easier to use, but not seeing it from the slow support from the QB Team. QB member please don't reply with the exact same "solution" that has been posted before. Instead here is a solution suggestion for y'all to take to your software engineers. 

Add a simple check box when creating Products and Services to "Pass on convenience charge to customer." 

If y'all are worried about the legality of it being banned in certain states, just pass on the liability to the QB user in the terms of usage agreement.

            Note: To pass on the liability, go to Terms of Usage and manually add a line in stating user is                                      responsible for the legality of the feature, and repeat this FOR EVERY CUSTOMER YOU HAVE                         INDIVIDUALLY.

 

July 9, 2020

When will this feature be added?  

KlentB
July 9, 2020

Hi there, mt229033.

 

We don't have a specific timeframe yet for the release date. Rest assured, we're taking notes of all your ideas and suggestions to improve your QuickBooks experience. For now, you can follow the steps provided by Catherine_B in tracking the customer convenience fees.

 

As we assess this opportunity, I recommend visiting our blog from time to time to stay current on all the QuickBooks news.

 

I've also added an article that will help you check when QuickBooks deposits customer payments into your bank account.

 

Should you have any other concerns or questions, you can always find me here. Assistance is just a post away.

NealRMAuthor
July 10, 2020

It's been 15 months since this was initially posted. I believe that you are noting the ideas and suggestions, and passing them up the chain of command. But somewhere there is a broken link in the chain. I have completely stopped believing anything posted here about improvements or that Intuit cares about their customers. Actions speak louder than words typed on a page.  

September 3, 2020

Hi, 

 

I am working in QuickBooks Premier and processing cc's through my bank rather than through QB.  I'm simply looking to add the convenience fee on invoices.  I understand how to create a subtotal line followed by the convenience fee item.  My problem is that I want to apply the percentage to the GRAND total, not the SUBTOTAL so that I recoup the fees assessed on the sales tax too.  I have dug through a bunch of posts but just keep coming back to the subtotal solution.  Is there a way to apply a percentage based fee after the sales tax has been added in?  For complete clarity, in the example below, I want to charge the customer 3% of $2,263.71 rather than 3% of $2,061.10.  Tks in advance!

IamjuViel
September 3, 2020

Hello, @Renee26.

 

As of the moment, adding the credit card convenience fee in the invoice after sales tax is not available. Also, when you process credit card transactions, including a convenience fee for paying using a credit card depends on the state you're located in.

 

What you can do is to add a convenience fee in the invoice line item manually. You can follow the steps I've shared in this thread. 

1.PNG

 

You can add this item on the invoice, and this is how it looks like:

2.PNG

 

To learn more how credit card processing fee works in QuickBooks, you can these articles: 

Keep me posted if you need help with credit card fees in QuickBooks. I'm just posting away. Have a lovely day!

September 3, 2020

Thank you for the information!  It's good to know I'm not just overlooking it.

October 12, 2020

Is this service going to be added soon? My company can wait no longer. If we don't have the option to automatically generate convenience fees when a customer chooses to pay with a credit card, we will have to change software providers.

 

-Robert Viets

December 12, 2020

When are you going to add this item? Other accounting companies offer it and you are the biggest company. You should work on fixing it. 
unless you don’t care that people will switch to other apps. 
we are loosing a lot of money 

July 10, 2024

Yes, our firm needs this, we currently don't do CC payments due to this and the extra time and complications it takes to manually add the fee when a client wants to pay with their CCs.  QB please help us ASAP...

July 10, 2024

What’s crazy is they had it about 2 years ago for a short time and did away with it. What’s weird is I got so many customer complaints with the 3% charge when they saw it as they were paying vs practically no complaints with it outlined on the invoice. It’s one and the same yet customers see it differently. QuickBooks is terrible with updates. I’m still waiting on a huge inventory issue approaching a year with no update. Not to mention the estimate glitch. Their customer service is absolutely worthless. 

January 10, 2021

I posed this question as well. Quickbooks has no intentions of doing it. I don’t know why either. But ever since they to me to go into the “gear” icon and gave a “work around” for the request of adding in a convenience fee I just turned off the paying by credit card feature off my invoices. I know in 2020 from my business alone quickbooks missed out on thousands of dollars in transaction fees they could have capitalized on. I’ve been giving incentives on Venmo payments. 

January 17, 2021

The fact that this thread has been going on for nearly 2 years, and the QB still can't get their act together is very disconcerting.    The "tone deaf" replies by QB staff that provide semi-functional (at best) workarounds, is a sign of not listening to the customer.      We are doing $1M in invoicing a year, and losing money because of not being able to adequately deal with credit card convenience fees.   Although the loss of our small business using QB won't hurt QB, I value customer service more than price.     Can someone recommend a good software that they have moved to that does the auto calculation / application of credit card fees?

NealRMAuthor
January 19, 2021

I don't think it has anything to do with them not having their "act together". Management has made the decision not to provide this functionality. I don't know if it is because someone in a decision-making position dislikes those types of charges, or that it is not profitable to offer them. Just tell us the truth, that a business decision was made not to offer those services. Don't have your customer service personnel have to post what are lies of omission. 

 

Also, if you find a good package and a decent way of moving your records over, let me know.

February 28, 2021

This is what am after as well. If when they decide to pay with CC, there's a disclosure that they are paying the fees