Processing customer payments with credit cards after initial invoice has been sent to capture the additional fee.

You don't have to adjust the original invoice, @PhoenixLisah.

Just make sure when you made the deposit, enter the amount fee as a negative value in the next line item. Let me show you how,

In your QuickBooks Desktop (QBDT):

1. Go to the Customer menu.
2. Select Receive Payments.
3. Choose your customer from the RECEIVED FROM drop-down menu.
4. Select the Invoice to receive the payment and click Save & Close.

Then to deposit the payment:

1. Go to the Banking menu.
2. Select Make Deposits.
3. Locate and select the transaction and click OK.
4. Select an account under the FROM ACCOUNT column.
5. Enter a negative value in the AMOUNT column.
6. Once done, click Save & Close.

I also recommend reaching out to your accountant if you're unsure of how to record this. This way, you'll be guided accordingly on recording this.

Then, in case you want to learn how to remove a credit from an invoice, here's an article you can read for the details: Remove or Unapply a Credit from an Invoice or Bill.

As always, reach out to us if you need further assistant with your QBDT. I'm always here to help.

Would you recommend adding the credit card fee to every invoice when it goes out, or just manually calculating the additional % when receiving payments over the phone?

Thank you for the quick reply, @PhoenixLisah.

Every business has unique needs. You have the option to add the credit card fee to every invoice or just manually calculate the fee when receiving the payments. Whatever the process is, be sure to inform your customer.

To create an item for the fee:

1. Choose Item List, from the List menu.
2. Click on the drop-down arrow under Item, then select New.
3. Under Type, you can select Other Charge.
4. Name the item, then enter the amount or percentage under the Amount or % section.
5. Select an account where you want to associate the item under the Account section, then tap OK to save the item.

Once completed, select that item created if you want to add the fee to your invoices.

Drop a comment below if you have any other questions. I'm always here available to help. Have a great day!