Thanks for coming back here and providing an update, @Gilmanbl. I'd be happy to walk you through the steps on how to charge a fee for your customers paying via credit card.
To be clear, did your customers pay the whole amount for payment? If so, you can set up a service item for the credit card fee. With that, you can charge customers a service fee for services related to the product or service they're buying.
First, set up a service item to add a fee. I'll show you how:
- Go to Settings and select Products and services.
- Select New, then select Service.
- From the Name field, enter a name for the service.
- Enter the other necessary details.
- Hit Save and close.
Once done, you can add it as a line item to your customer's invoice. If you haven’t sent the invoice yet, please ensure to add it before sending it. Here's how:
- Go to Get paid & pay or Sales, then select Invoices.
- Choose the invoice you want to add a service fee.
- Click Edit invoice.
- From the Product or service ▼ dropdown, select the service fee you created.
- (Optional) From the Amount field, enter the amount of the service fee.
- Click Review and send.
Furthermore, feel free to review this article for more details about this process: Manually add service fees to invoices in QuickBooks Online.
Additionally, I've added this handy guide for you to know what to do if you make a mistake and need to void or refund a transaction: Void or refund customer payments in QuickBooks Online.
You can always reply or reach out to us again if you need anything else to help manage your customer's payments. We're always here to guide and assist you whenever you need help. Have a good one!
