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dave258
Level 1

automatically Add 3% convenience fee to Invoice

Can you please help me set-up adding a 3% convenience fee to Invoice. thank you

2 Comments 2
MirriamM
Moderator

automatically Add 3% convenience fee to Invoice

I know you're curious about automatically adding a convenience fee to invoices, dave258. While this feature isn't available right now, please know that we're always striving to enhance QuickBooks based on your feedback.

 

We encourage you to submit your request to our product engineers through the feedback system. Your input is invaluable in shaping our product's future features.

 

Here’s how you can submit feedback:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

In the meantime, you can manually add convenience fees to your invoices by creating a service item fee. Here's how you can do it:

 

  1. In the left menu, choose Sales and go to the Product & services tab.
  2. Click the New button and select Service.
  3. In the Name field, enter a name for the service like Convenience Fee.
  4. (Optional) From the Category ▼ dropdown, select the category that best describes the fee.
  5. Fill out the other necessary fields.
  6. Select Save and close.

 

Once you've set this up, you can easily add the fee to any new invoice you create.

 

For more detailed guidance, refer to our article: Manually add service fees to invoices in QuickBooks Online. Additionally, for managing and recording invoice payments efficiently, take a look at our article: Record invoice payments in QuickBooks Online.

 

If you find yourself needing help with recording invoices, dave258, don't hesitate to reply to this thread. We're just a message away and ready to support you.

Chrea
Level 6

automatically Add 3% convenience fee to Invoice

@dave258 

If you are B2B, you can use a 3rd party processor to integrate with QB and accept any payment method for free.  

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