Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks.Explore QuickBooks Payroll
Coronado95
Level 1

How can i make my customers pay the credit card fees?

Is there a way for my clients to pay the processing fee if they use credit cards?

3 Comments 3
Irene R
QuickBooks Team

How can i make my customers pay the credit card fees?

Yes, Coronado95. There is a way we can have your customer cover the credit card fees. I'm here to discuss and help you achieve this.

 

You can include the processing fee on the invoice to charge QuickBooks Self-Employed (QBSE) customers for credit card fees.

 

  1. Open your QuickBooks Self-Employed (QBSE) account.
  2. Go to Invoices at the left pane, then tap on Create Invoice.
  3. Type in the transaction information.
  4. Add the credit card fee on the next line item by clicking +Add product or service and entering the amount.
  5. Select to either email, print, or save the invoice to your customer.

 

You can modify and include fees on prior customer invoices to add credit card charges. I've added this screenshot for your visual reference.

 

In addition, categorizing transactions is necessary to manage your income and expenses. This article can serve as a guide: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

 

I'm always available for further concerns about QBSE credit card fees. Just click on the Reply button. I'll be here to aid and help 24/7. Take care and stay safe.

KiaraICM
Level 1

How can i make my customers pay the credit card fees?

If we wanted to add the fee to current invoices rather than create a separate invoice, is that possible while also indicating that this is not fee-for-service income?  

 

I see there is a new feature of having clients/customers pay the service fee but what if we only want to charge for ccs and not ACH to encourage use of ACH?

jenop2
QuickBooks Team

How can i make my customers pay the credit card fees?

Yes, you can add the fee to the current invoice, KiaraICM. I'll provide the details on how you can do this in QuickBooks Self-Employed.

 

To add the fee, create a new line item in your invoice. Then, clearly state the purpose of the fee in the Description field for this line. This helps maintain transparency and clarity for your client.

 

 

Please take note that QBSE calculates your income solely based on categorized income transactions, not the entries in your invoices. The Invoicing feature is mainly used to record the transaction, send it out to your customers, and for them to process the payment.

 

Let me provide these articles for more details:

 

 

The new feature to let the customer pay the convenience fee is currently offered for ACH transactions. Here's an article that talks about this new option: Let your customers pay invoices by ACH bank payment with a convenience fee.

 

Just in case you need additional resources when tracking income, I'll provide these articles as well:

 

 

Don't hesitate to reply or drop by the forum anytime you have questions about invoicing and receiving payments. We'll make sure to jump right back and offer help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us