Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
When creating Invoices, is it possible to have clients pay for Online payments?
Solved! Go to Solution.
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:
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!
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:
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!
Why is Quickbooks so opposed to adding this feature?
Why is Quickbooks so opposed to making this option available? We really need it.
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:
Get back to me if you need more help with processing payments. I'm always here to assist.
If you are running a B2B company, you can utilize a 3rd party payment processor to do so.
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.
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!
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 $$$$$$$$$$$$$$
If your company is B2B, you can utilize Melio for free to integrate with QB.
https://affiliates.meliopayments.com/get-paid
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...
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!
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.
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.
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??
IS THIS STILL NOT AN OPTION?????????? You all continue to raise our price we pay EVERY month but you all can't implement a basic service that the rest of the world offers? I vote to start a class-action lawsuit against you all for raising prices, claiming to offer better services to justify raising our monthly rates, only to actually not offer anything better than was on this service 8 years ago.
This is not a solution. I still get charged too. I want the convenience fee to be fully on the customer. Quickbooks is a joke. This is a BS workaround.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here