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May 12, 2021
Solved

How can clients pay for Online processing fees?

  • May 12, 2021
  • 16 replies
  • 53 views

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

Best answer by katherinejoyceO

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!

 

16 replies

katherinejoyceO
Level 9
May 12, 2021

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!

 

May 2, 2022

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.

February 3, 2023

@jmj4 

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...