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Credit Card Processing Fee

Forum|Forum|4 years ago
April 28, 2022
5 replies
130 views

Is there a way to automatically include the credit card processing fee to your invoices so that the customer gets charged?

QuickBooks Online

Best answer by Kurt_M

Hi there, @HBDesigns. I'll share some information about how you can add the credit card processing fee to your invoices in QuickBooks Online (QBO).

To add a credit card processing fee to your invoice, you can create a service item, then manually add it to your invoice. You can also consider a third-party app and integrate it with your QuickBooks. To begin, these are the steps:

On the left navigational bar, go to Get paid and & pay tab.
Choose Product & Service.
Click on New then select Service.
Enter the name of your service item. (Example CC Fee)
Select the account you'd use to track the processing fees.
Once done, click Save and Close.

Once done, add the credit card fee as an additional item on your invoice when you charge your customers with the processing fee.

In case you'd like to use a third-party app, here's where you can find one in QuickBooks Online:

Sign in to your QuickBooks Online Company.
Go to Apps tab.
On the search bar, type the name of the that you'd like to integrate with your QBO account.
Click the Search icon.

For visual reference, you can refer on the screenshot below.

Feel free to visit these handy articles for future reference:

Know that I'm just a click a way if you need further assistance with this. Have a nice day!

Fiat Lux - ASIA

Level 14

QB Payment doesn't have such feature at this time. You need a third-party connector to integrate with QB Payment and have the ability to add additional fees to eInvoicing and payment links. They claim that this feature is the only GAAP and VISA compliant solution on the market. The connector will perform a real-time BIN lookup to verify that the customer is paying via credit card and charge the applicable fee then reconcile invoice and fees accordingly.

K

Kurt_M

Answer

QuickBooks Team

Hi there, @HBDesigns. I'll share some information about how you can add the credit card processing fee to your invoices in QuickBooks Online (QBO).

To add a credit card processing fee to your invoice, you can create a service item, then manually add it to your invoice. You can also consider a third-party app and integrate it with your QuickBooks. To begin, these are the steps:

On the left navigational bar, go to Get paid and & pay tab.
Choose Product & Service.
Click on New then select Service.
Enter the name of your service item. (Example CC Fee)
Select the account you'd use to track the processing fees.
Once done, click Save and Close.

Once done, add the credit card fee as an additional item on your invoice when you charge your customers with the processing fee.

In case you'd like to use a third-party app, here's where you can find one in QuickBooks Online:

Sign in to your QuickBooks Online Company.
Go to Apps tab.
On the search bar, type the name of the that you'd like to integrate with your QBO account.
Click the Search icon.

For visual reference, you can refer on the screenshot below.

Feel free to visit these handy articles for future reference:

Know that I'm just a click a way if you need further assistance with this. Have a nice day!

N

NerissaR

What's the name of the app you referring to?

Fiat Lux - ASIA

Level 14

@NerissaR

Are you running a B2B or B2C company?

Rainflurry

Level 11

@HBDesigns

Many states outlaw that practice so confirm yours isn't one of them. Charging your customer a credit card fee looks bad. It's like a retail store charging a customer a "rent fee" because the customer chose to shop in-store instead of online.

P

peterhgr

I don't care if it "looks bad", if we're getting charged 3% fees on these credit card invoices, I'm charging for the convenience. 3% on a $10,000 sale is $300. If they want to save money they can pay cash, if not, pony up.

M

Mark_AG

Level 1

No one on this thread is trying to charge BOGUS charges! At MOST retailers IN STORE that I go to in my town, have a note on register that says if you pay with CC you will have a 3-3.5% fee added (depends on store). Everywhere from "small businesses" to "auto repair shops" and businesses where I purchase my goods to provide my services!! I can also advise that to my client, but DO NOT have the option that if they CHOOSE to pay with CC, to automatically add the fee. It looks dirty to GO BACK to my client after they have paid, EVEN though they read and agreed to terms to invoice them for a fee!!! This is ridiculous!!!

Hi there, @SRQLandscaper.

I understand what you've been experiencing when receiving online customer payments with automatic credit card surcharges.

This functionality is not currently available within QBO itself. To automate adding the fee for credit card (CC) payments in QuickBooks Online (QBO), you can consider utilizing a third-party app that integrates with QBO to enable an automatic application of processing fees for CC payments.

I also recommend sending feedback directly to our product engineers so they can assess your request for automation of processing fees from your customers.

Here's how: