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  2. Using The Payment Processing Tool

Setting Up Convenience Fee For Credit Card Transactions

Adding a surcharge/ convenience fee to credit card payments

Add Surcharge for Invoice Template:

From the payment processing portal go to "Control Panel"> "Invoice Settings"

surcharge

 

Go to the "Default Surcharge" Section and add the fee percentage you want for credit cards paid via invoice. 

This will only add the convenience fee for credit cards, if you wish to add an ACH fee you can make this change here as well.

enter surcharge

 

Add Surcharge For Manually Entered Processing Transactions:

manual surcharge

Click on "Transaction Settings"

transact settings

Enter the convenience fee %

manual process surcharge

Now when you process a transaction, the fee will auto-populate and calculate

process tran surcharge fee