Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
May 12, 2021
Solved

How can clients pay for Online processing fees?

  • May 12, 2021
  • 16 replies
  • 56 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 8, 2023

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.