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csenek
Level 1

Is there a way to automatically add a percentage to a clients invoices if they choose to pay them using a credit card?

We recently added the option for clients to pay us using Credit Cards so they can accrue rewards with their CC company. But this of course costs 2.5% on the transaction. Is there a way to automatically add a percentage to any invoices paid paid for using a credit card?

Solved
Best answer July 20, 2025

Best Answers
csenek
Level 1

Is there a way to automatically add a percentage to a clients invoices if they choose to pay them using a credit card?

Thank you for your advice, GlinetteC! I appreciate it very much. Take care and thanks Sharon. 

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3 Comments 3
GlinetteC
Moderator

Is there a way to automatically add a percentage to a clients invoices if they choose to pay them using a credit card?

You can add a percentage fee to invoices for credit card payments, but this feature can't be applied automatically, csenek.

 

You'll need to create a service item and manually add it to the invoice. Here's how to do it:

 

  1. Navigate to the Sales menu and choose Product & Service.
  2. Click on New, then select Service.
    Screenshot 2025-07-22 032656.png
  3. Enter the name of your service item. (Example CC Fee)
  4. Select the account you'd use to track the processing fees.
  5. Click Save and Close.
    Screenshot 2025-07-22 032725.png

 

Once done, add the credit card fee as a line item on the invoice.

 

Here's how:

 

  1. On the create invoice page, click Add line.
  2. From the Product or Service drop-down column, choose the charge convenience fee you created.
  3. Click Save and Close.
    Screenshot 2025-07-22 032759.png

 

For step-by-step instructions, check this article: Charge a service fee to customers in QuickBooks Online.

 

Let us know if you have other questions by adding a comment, and we're always here to assist. 

csenek
Level 1

Is there a way to automatically add a percentage to a clients invoices if they choose to pay them using a credit card?

Thank you for your advice, GlinetteC! I appreciate it very much. Take care and thanks Sharon. 

BabyB
QuickBooks Team

Is there a way to automatically add a percentage to a clients invoices if they choose to pay them using a credit card?

You're most welcome, csenek.
 
We're glad to know that my colleague's advice helped guide you through the process of adding a percentage for credit card payments.

 

If you have additional questions about other QuickBooks-related tasks, you can add them below or create a new thread on the Community page. 

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