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jeff218
New Member

Can Quickbooks add the fee to the customers invoice when someone pays by credit card?

If I do not know when customers will pay by check or credit card I cannot add the fee to my invoice.

2 Comments 2
Jayson_E
QuickBooks Team

Can Quickbooks add the fee to the customers invoice when someone pays by credit card?

Currently, adding a credit card (CC) fee to a customer's invoice is unavailable in the program, Jeff. However, you can still include those fees by adding them as a service item. Let’s walk through the process together so you can implement this workaround.

 

Here's how you can do it:

 

  1. Go to the Sales menu.
  2. Choose Products & Services.
  3. Click on New, then select Service.
    image (35).png
  4. Enter the name of the service item (Credit Card fee).
  5. Select the account you'd use to track the processing fees.
  6. Lastly, Hit Save and close.

image (37).png

Alternatively, you might want to consider letting your customers pay their invoices through ACH bank payments. It’s a straightforward and efficient option, and you can add a small convenience fee to cover any processing costs. 

 

If you want to know how to track the status of your sales transactions, including open and paid invoices, you can visit this article: View sales transactions in QuickBooks Online (QBO).

 

If further assistance is needed regarding customer payments, don’t hesitate to ask questions or share your thoughts. We're always a post away from helping you.

Chrea
Level 4

Can Quickbooks add the fee to the customers invoice when someone pays by credit card?

@jeff218 

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

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