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kevin-tadman
Level 1

Can i add a field that automatically adds credit card charge to customer invoices? for example total of invoice plus square charge or credit card charge of 2.25% total?

invoice total + 2.25% = total
5 Comments 5
Carneil_C
QuickBooks Team

Can i add a field that automatically adds credit card charge to customer invoices? for example total of invoice plus square charge or credit card charge of 2.25% total?

I've got your back, @kevin-tadman. I'll walk you through the process of adding a credit card charge to the customer invoices.

 

Currently, we can't automatically add this field to your transaction. However, you can do this by creating a service item and manually adding it as a line item to their invoice. This way, it can help you track the standard fee with a detailed description. 

 

Here's how:

 

  1. Go to Settings, then choose Products and Services.
  2. Click on New, then select Service.
  3. Enter the name of your service item. (Example CC Fee)
  4. Fill out the rest of the fields.
  5. Once done, click Save and Close.

 

Once done, you're ready to add it to an existing invoice. I'll show you how: 

 

  1. Create a new or open the customer's invoice from the Invoice page.
  2. In the Product/Service dropdown, select the fee item you created.
  3. In the Message on Invoice section, you can add a note about the fee.
  4. Click Save and send or Save and close.

 

Learn more about this process by reading this guide: Manually add service fees to invoices in QuickBooks Online.

 

I'm also adding this article to learn about personalising the sales forms you send your customer for future reference: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Feel free to post again if you have other QuickBooks concerns. The Community forum is always open to answer your questions. Have a great day.

BETTERhome
Level 1

Can i add a field that automatically adds credit card charge to customer invoices? for example total of invoice plus square charge or credit card charge of 2.25% total?

The need to automatically have two prices "cash price" and "credit price" on invoices is now the law in NY.  Please see this article.  How do we do this?  Thanks

 

https://www.governor.ny.gov/news/governor-hochul-announces-new-law-clarify-disclosure-credit-card-su...

Bryan_M
QuickBooks Team

Can i add a field that automatically adds credit card charge to customer invoices? for example total of invoice plus square charge or credit card charge of 2.25% total?

Hi there, @BETTERhome.

 

Currently, there's no direct option to automatically add cash price and credit price in the QuickBooks Online (QBO) invoice. I see how this field would be helpful on your end.

 

As a workaround, I agree with what my colleague suggested to add it in the Products & services and manually select when creating an invoice.

 

In the meantime, I recommend submitting direct feedback to our Product Development Team . They might add this to our future product updates. Here's how:

 

  1. Select Settings, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Your valuable feedback will help improve your experience with QBO invoices.

 

If you want to be in the loop with QuickBooks' latest products and events, you can visit this page: QuickBooks Events.

 

For additional questions about managing your invoice form, let me know by clicking the Reply button below. Keep safe and have a good one.

BETTERhome
Level 1

Can i add a field that automatically adds credit card charge to customer invoices? for example total of invoice plus square charge or credit card charge of 2.25% total?

Thank you for your feedback.  Work around would require me to know how the customer would like to pay so that is an issue.  Hopefully my feedback submission I just did helps.  I would think the feedback section is blowing up with these requests since NYS just made the mandate   Thanks

IntuitSheila
Level 8

Can i add a field that automatically adds credit card charge to customer invoices? for example total of invoice plus square charge or credit card charge of 2.25% total?

Hello BETTERhome,

 

It's good to know you were able to submit feedback about being able to automatically add cash price and credit price in the QuickBooks Online (QBO) invoice. Your product feedback will be reviewed by our Product Developers. Most of the new features or product enhancement we release every month are based on the feedback we received from our customers. 

 

For additional information about our current enhancements and innovations, feel free to visit our site at https://quickbooks.intuit.com/r/

 

Feel free to post again if you have any other questions. Have a nice day!