A client wants to add an x% service charge on an invoice where the customer is paying by credit card, as a separate line on the invoice (and flowing to its own GL account).

What's the best way to go about implementing this? I thought about commandeering the sales tax function, but they already charge sales tax.

Something tells me this is a basic question that many people other than me know the answer to, so I hope I won't feel too stupid.

Steve

Steve:

Set it up as a sales tax. If the customer wants to pay by credit card then select the Tax Group "CC - Credit Card" with the first Jurisdiction being "Credit Card Fee". Make the regular Sales Tax the second Jurisdiction.

You will also need to figure out if the credit card fee is subject to sales tax (I believe it will be if the items and/or customer are subject to sales taxes. If so then make the first jurisdiction taxable.

Need help, call me.

Is there any other way? I really don't want to confuse this with sales tax - in the US it's way more complicated than in Canada and they have a ton of tax groups and jurisdictions.

How about the levy feature? I don't even see that anywhere, am I just imagining it?

Steve

Steve

There is a “levi” process but it also part of the tax process. Think bottle deposit.

It turns out after hashing this out with the client that the charge only gets applied if the customer decides to pay the invoice by credit card, and that is unknown at the time of invoicing.

So this has to be done at the cash entry level, as a negative discount, and they are happy with that.

Although it would be nice, Dear Softrak, to allow a negative discount percentage on the Total screen when entering an order or invoice.

Steve

Hi Steve,

In that case, it would be nice if you could set a terms code with a negative discount. Maybe that's what you're saying? I've thought of doing the same thing.

Hi Dan

That's a separate issue. I don't have an opinion on it.

Steve

Hi Steve, and others.
We've been asking Softrak for years to have a Misc Charge similar to your % for CC fees. Maybe it will gain traction if someone other that myself requests it.

We would definitely support (again) this request.

Our clients wanted to have this to be considered for a shipping charge that could be assigned by default or even if manually added so that the fee being charged would be a % of the order total.

Ideally, since we have waited this long, someone should be able to make such a type of misc charge with a conditional formula, that could suppress if the order value was over a certain amount, or in your situation, enabled if the Payment Method was defined as say Credit Card.

Thanks,
Brian