New to QB Desktop on a hosted environment. Prior office Manager stated that QB payments on a hosted network does not complete all steps. If customer chooses to pay via pay invoice button, we have to manual upload through merchant center, then we have to mark invoice paid, then we have make our accounting entries to our booksAlso, how do you auto add and record a fee to the customer for the fee upcharge?
I know this is a lot, but others that have posted similar seem to have not found a solution.
Right now, we're unable to auto add an upcharge to the customer's invoice in QuickBooks, Korby.
You'll have to set up an additional item for the fee and manually add it when creating an invoice.
Here's how to create the fee.
Upon sharing this, please know that there are rules, exceptions, and state laws about charging customers for a convenience or upcharge fee. That being said, we stay compliant with the terms of our merchant processing agreement. You may check with your state first before proceeding.
Keep me posted if you need additional information about this by commenting below. I'm always right here to guide you.