Follow

How to Set Up Credit Card Surcharge Fee or Similar Fees

The purpose of this document is to learn how to set up a Parts for things like a credit card fee etc that can apply to your invoices.

  • Go to Parts – Stock – Stock Master File 
  • Enter Part Details for your fee(take note the fields that are written in red need to be filled out)
  • Go to Stock Options Tab - tick the option Don't Update Qty = this will prevent the Stock On Hand from being adjusted therefore when the Part is sold, it will not go into negative.

 

          Stock_Master_File_Do_Not_Update_Qty.png

     
 
  • Go back to the first field and F2 to save     
  • Now that the Part is in the system you can add it as a part on any invoice.

          Invoicing_of_Credit_Card_Surcharge.png

NOTE: the system can not work out a percentage % charge for you. When adding the fee onto the invoice, you must add the calculated charge in the amount field.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.