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oscortega
Level 3

How can clients pay for Online processing fees?

When creating Invoices, is it possible to have clients pay for Online payments?

Solved
Best answer May 12, 2021

Best Answers
katherinejoyceO
QuickBooks Team

How can clients pay for Online processing fees?

Hello there, @oscortega.

 

At the moment, charging your clients for an online processing fee when making a purchase is unavailable in QuickBooks. 

 

What you can do instead is to manually apply the charge to the transaction. 

 

First off, you'll need to set up Non-Inventory or Service item for the credit card fee. I'll show you how:

 

  1. Click on the Gear icon located on the top right.
  2. Select Products and Services under the All Lists column.
  3. On the Products and Services list page, click ‘New’ in the upper right corner, then choose Service or Non-Inventory.
  4. Fill in the necessary information.
  5. Click Save and close.

 

When you create an invoice, simply add the Convenience Fee item. Check out this article for more insights: Add product and service items to QuickBooks Online.

 

It's also a good practice to let your customers know about the charge before you invoice them. You can enter a message in your sales forms. Read through this article to learn more about this process: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you need anything else. I'm always around to get back and help some more. Thanks!

 

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14 Comments 14
katherinejoyceO
QuickBooks Team

How can clients pay for Online processing fees?

Hello there, @oscortega.

 

At the moment, charging your clients for an online processing fee when making a purchase is unavailable in QuickBooks. 

 

What you can do instead is to manually apply the charge to the transaction. 

 

First off, you'll need to set up Non-Inventory or Service item for the credit card fee. I'll show you how:

 

  1. Click on the Gear icon located on the top right.
  2. Select Products and Services under the All Lists column.
  3. On the Products and Services list page, click ‘New’ in the upper right corner, then choose Service or Non-Inventory.
  4. Fill in the necessary information.
  5. Click Save and close.

 

When you create an invoice, simply add the Convenience Fee item. Check out this article for more insights: Add product and service items to QuickBooks Online.

 

It's also a good practice to let your customers know about the charge before you invoice them. You can enter a message in your sales forms. Read through this article to learn more about this process: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you need anything else. I'm always around to get back and help some more. Thanks!

 

Charlow37
Level 1

How can clients pay for Online processing fees?

Why is Quickbooks so opposed to adding this feature? 

Charlow37
Level 1

How can clients pay for Online processing fees?

Why is Quickbooks so opposed to making this option available?  We really need it.

LieraMarie_A
QuickBooks Team

How can clients pay for Online processing fees?

Hi there, @Charlow37.

 

I understand that being able to charge clients for processing fees would be helpful. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. 
 
You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

Here's how:

  1. Select the Gear icon at the top, then Feedback.
    Capture.JPG
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

Get back to me if you need more help with processing payments. I'm always here to assist. 

Fiat Lux - ASIA
Level 15

How can clients pay for Online processing fees?

@Charlow37 

If you are running a B2B company, you can utilize a 3rd party payment processor to do so.

Rjhouseman93
Level 1

How can clients pay for Online processing fees?

The issue I see here is it's going to increase the amount of the processing fee. So in the end I will always get hit with money off my services.

Rubielyn_J
QuickBooks Team

How can clients pay for Online processing fees?

Thanks for joining this thread, @Rjhouseman93.

 

As my colleagues mentioned above, billing your client for a processing fee is unavailable in QuickBooks. This is because other states prohibit the issuance of processing fees to clients.

 

As an alternative, you can manually apply the charge to the transaction. For detailed steps, you can follow the steps outlined in the answer of @katherinejoyceO. But before doing so, make sure to inform your customers about the charge before you invoice them. 

 

Additionally, I've attached a link to help receive and record invoice payments in QuickBooks Online. It includes steps to enter payment for single invoice and partial payment. 

 

Keep me posted if you have further questions in managing processing fee in QuickBooks. I'm always around to help. Have a pleasant day!

jmj4
Level 1

How can clients pay for Online processing fees?

When will this issue be resolved ?? Its very not INTUT that we just spent yet another hour on the phone with you folks to try and get this resolved and still no option !!!!!! resolve ASAP !You are costing my business $$$$$$$$$$$$$$

Fiat Lux - ASIA
Level 15

How can clients pay for Online processing fees?

@jmj4 

If your company is B2B, you can utilize Melio for free to integrate with QB.

https://affiliates.meliopayments.com/get-paid

 

Backyard Angie
Level 1

How can clients pay for Online processing fees?

Is this available yet? We have so many customers that pay with credit card and the fees are too expensive. We would rather continue to use QB for processing even though their rate is higher... But it needs to be a little better...

 

GebelAlainaM
QuickBooks Team

How can clients pay for Online processing fees?

I appreciate you joining the thread. Let me share additional information about the feature availability concern.
 

I understand that the option to charge your clients for an online processing fee when making a purchase is beneficial to you and your business. However, we're unable to give a specific time frame as to when this would be available in QuickBooks Online.

Additionally, please keep in mind that our developers will be based on the number of requests they received from customers like you. The more request they will get, the more likely it'll be implemented in the future. Your patience will be highly appreciated.

Moreover, if you have submitted feedback, you can visit our QuickBooks Online Feature Requests website to track the status.
 

Please don't hesitate to come back if you have any other concerns or suggestions. I'm always here to help you. Stay safe!

LuxeStyleStudio
Level 1

How can clients pay for Online processing fees?

This feature is pivotal to business and infuriating that after 2 years of people asking, there has been no forward motion from QB to rectify the issue.  

 

 

Fastmowerboy
Level 1

How can clients pay for Online processing fees?

I too have held out for 8 years not accepting credit card due to the added fees, the last 4 years, I’ve accepted credit card to those who have asked but charge a convenience fee. What is convenient to them is very inconvenient to me. I need to update the current invoice and add the fee and resend. For a small business that spends little time in the office, this is becoming annoying, Especially now with the convenient option of allowing customers to pay by card through emailed link. Quickbooks needs to give us an option to automatically add convenience fee when customers choose to pay by card. 

3BridgesBrandon
Level 1

How can clients pay for Online processing fees?

It seems only Connecticut and Massachusetts are the only two states that outlaw credit card surcharges.  Literally 3% of the United States.   Why can't Quickbooks limit this feature to invoices addressed to those states and let the rest of us conduct business like it's 2023?  Why is it that other payment platforms have been able to figure this out but it seems too complicated for QB??

 

 

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