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dendoa
Level 3

Credit Card Fees

We are using QuickBooks Enterprise Suite Desktop.  How can we automatically add the credit card processing fee when sending an invoice to be paid via credit card?

2 Comments 2
Catherine_B
QuickBooks Team

Credit Card Fees

I can show you how you can add credit card fees in QuickBooks Desktop, dendoa.

 

Allow me to provide some clarification about your credit card processing fee concern. 

 

If you are using the merchant services when processing payments for invoices, being able to add the credit card processing fee for your customer's invoice isn't applicable. This is because the credit card processing fees are charged every time you do a transaction. 

 

While the option to automatically apply the credit card processing fee in QuickBooks is unavailable, you'll want to add the fee manually as a line item. First, let's create an item. Let me show you how:

 

  1. Click the Lists menu and select Item List.
  2. At the bottom, click the Item drop-down and select New.
  3. Under the TYPE, select Other Charges and then enter the rest of the details.
  4. Click OK.

Every time you create an invoice, you can manually add the charge as a line item. 

 

Additionally, I recommend visiting the following article to learn how to prepare payments for open invoices, as well as some details about deposit times for customer payments: Receive and process payments in QuickBooks Desktop.

 

I'm here to help you if you need further assistance with this concern. Feel free to hit that Reply button. Have a good one!

Fiat Lux - ASIA
Level 15

Credit Card Fees


@dendoa wrote:

We are using QuickBooks Enterprise Suite Desktop.  How can we automatically add the credit card processing fee when sending an invoice to be paid via credit card?


 

@dendoa 

Consider using a 3rd party payment processor to have a dynamic end-customer surcharging.

 

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