Create Credit Card Surcharges

Credit Card Fees or Surcharges can be added and billed when a credit card is used.

1. Add a State to the feeselectgroup list.
   1. Select Billing Administration > Lists.
   2. Select feeselectgroups.
   3. Click Add and enter the "State" in the Item and what to Match on.
   4. If the item has to match for the fee to be charged, click Match Required. Matches are made on User information.
2. Note: Multi-location payments are not supported (ie no fee is possible).
   Create an Invoice Fee.
   1. Select Billing Administration > Invoice Fee. Click New.
   2. Enter Name and Description. The Name will be used on bills.
   3. Enter Credit Card Usage Fee as the Type, along with the Rate and Charge Type.
   4. Select Fee Group must be State and the State refers to the location of the sale that the payment is being applied to. State may be a State Name (full or abbreviated) or the string "DEFAULT". DEFAULT entry is used if there is no match on state or as a wild card for all other states.
3. Edit the Account Profiles updating the Charge Fee For Payment Via Credit Card located in the Credit Card/Electronic Checks display box to Yes.
4. Edit any Accounts that should not receive the Charge Fee for Payment Via Credit Card by changing the setting to No in the Payment Methods display box on the General tab.
   If the Invoice Fee is in effect, the Customer Portal contains a message on Make Payment stating a convenience fee may be applied if a credit card is used.