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June 15, 2021
Question

How can we automatically add a percentage fee to the invoices if they decide to pay with credit card instead of bank transfer?

  • June 15, 2021
  • 1 reply
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How can we automatically add a percentage fee to the invoices if they decide to pay with credit card instead of bank transfer? This is to offset the high fees associated with credit cards for vendors. This should be standard.

1 reply

June 15, 2021

Hello again!

 

Welcome back to the QuickBooks Community. I see it's been a while since your last question, so I hope that you and your business have both been well. I know business owners incur many costs when it comes to the products and services they use to keep things running, and I can appreciate needing to factor in those costs when it comes your books. I can go over how QuickBooks Online handles services fees with you.

 

Adding any sort of extra fee, whether it's a service fee or otherwise, is done the same say in QuickBooks Online: by manually adding it to the transaction in question. I have a step-by-step article that walks you through this process, which you can check out here: Add service fees manually to invoices. With the steps in this article, you'll be able to set up and track your service fees so you can see how they interact with your numbers.

 

I hear how an automated process would be easier to work with, and I encourage you to submit feedback for that by following these steps: How do I submit feedback? Our product development receives that feedback and considers it as the program continues to evolve. Our goal is to provide the best accounting software that we can, and your input can help us achieve that. To stay up to date with new features, you can visit this link: QuickBooks Online Feature and Product Updates

 

In the meantime, what you can consider is researching to see if there's a partner app that handles invoices in the way you're hoping to. Keep in mind that if you're using QuickBooks Payments and that's how your customers are paying by credit card, then there isn't a way to link Payments with a partner app. To research partner apps, select the Apps tab in your books.

 

For some additional details about QuickBooks Payments if you're interested now that I've mentioned it, check out these links.

Don't hesitate if you have further questions! Have a great day.