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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.

April 29, 2023

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.