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os-dieselrepair
February 24, 2020
Question

How do i set up the option to automatically charge my customers a 3% convenience fee?

  • February 24, 2020
  • 4 replies
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Original commenter did not share additional details

    4 replies

    C
    Catherine_B
    February 24, 2020

    Hi there, os-dieselrepair.

     

    For now, we're unable to automatically charge customers with a convenience fee. We'll have to set up a non-inventory or service item to enter the credit card fee. 

     

    Here's how: 

    1. Go to the Sales menu and select Products and Services. 
    2. At upper-right, click New. 
    3. Select Non-inventory or Service as the item type. 
    4. Enter a Name something like Convenience Fee. 
    5. Select the correct Income account and then Save and close. 

    When we create a sales transaction, we'll need to add the Convenience Fee item. Having this feature to automatically assign a charge saves time. I personally sent this feedback to our engineers and we can add it to our future updates. 

     

    Let me know if you need anything else. Thanks!

      C
      CSikora12
      November 6, 2020

      Is there a way to have the charge initiated by default (like sales tax) with the ability to remove it if a customer pays with cash or a check? We have volunteers that help with sales and they may forget to add the service charge.

        Rustler
        Rustler
        February 24, 2020

        @os-dieselrepair 

         

        As stated, QB does not have an optional ability at all in invoicing, an invoice is final in QB

         

        First thing is to check your state laws, there are some states where surcharging for using a CC is illegal.

         

        For those states that are ok with it, there is still a problem. You are required to put a notice on the store, the check out pages, and on the receipt it must specify the surcharge item and amount, that you surcharge for using a CC and how much, the law says a % is not legal.

         

        In addition to that, you are not allowed to surcharge when a debit or prepaid card is used at all. So if you are taking payments on line I don't see how you can know whether or not a card is a prepaid or debit card in advance.

         

        You would have to create a service type item called surcharge and include it on the invoice for the customer, that would mean you know in advance they will use a CC, and not a debit or prepaid card

        Best option is just raise your prices slightly, or accept that a merchant charge is just a cost of doing business.

          L
          LandmarkFence
          February 4, 2023

          Although everything you stated is relatively correct. Theres no law stating that you cant charge a convenience fee for quite simply providing the customer a convenient system for payment processing.  Its all in the details and all in how your fees is presented.   Its not a credit card fee.  Its a convenience fee

          D
          Derek Ro
          October 28, 2022

          Please add this feature!! We love QuickBooks but not all our customers pay onsite. When customers pay thousands of dollars, we end up eating it. Not good. Please please please get this added. 

            R
            Rasa-LilaM
            October 28, 2022

            Thank you for joining this thread, Derek Ro.

             

            I see that many users, like you, want to automatically charge customers for the convenience fee. Adding this feature to the program can help you save time and money. I still recommend sending feedback on this one directly to our product engineers for inclusion in future enhancements. Follow the steps below to submit your product suggestions:

             

            1. Tap the Gear icon in the upper right and choose Feedback under Profile.
            2. This will open a window where you can enter your suggestions.
            3. Make sure to key in your feedback in the field box.
            4. Click Next to submit it.

             

            Meanwhile, I recommend manually adding the fees to the sales form as suggested by my peers. If there are any outstanding invoices, you can charge late fees to your clients. This reference will walk you through the process: Apply late fees to overdue invoices automatically in QuickBooks Online.

             

            In addition, you can utilize our online resources to help you efficiently handle your company's income, and sales transactions.

             

            Keep me posted if you require further assistance in handling any customer-related tasks. I'd be glad to lend a helping hand. Have a good one.

              B
              bbmhayes
              May 11, 2023

              It does no good to submit feedback, ya'll have been telling folks to do this since 2019, and it is 2023 and the feature still isn't available. Maybe if enough people stop using QB and use a different program that offers this and QB starts losing money they will consider this feature. Nobody listens!

                H
                Hipp
                February 21, 2023

                This is an old thread, has this been updated?

                F
                FateCandylaneT
                February 21, 2023

                Hello there, Hipp.

                 

                I can see how relevant it is for you and other users to charge customers automatically for the convenience fee. It's a great idea to have this feature visible in our program to enable users when handling these charges. As of now, we're unable to provide a specific time frame for when will this be implemented in QuickBooks Online.

                 

                Thus, I'd still recommend sending this feature request to our product developers to include this feedback in future product updates. 

                 

                Here's how to send feedback: 

                 

                1. Go to the Gear icon in the upper-right corner and select Feedback.
                2. Enter and share your feedback.
                3.  Click Next to submit.

                 

                Additionally, as suggested by my colleagues above, you may want to add these fees to your sales forms manually.

                 

                Moreover, you can check out this article to guide you on how to set up and apply late fee settings to overdue invoices: Apply late fee to overdue invoices automatically in QuickBooks Online.

                 

                You're always welcome to reply below if you have additional questions about managing service fees. We'll gladly have you back and assist you anytime. Take care!

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