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May 12, 2021
Solved

How can clients pay for Online processing fees?

  • May 12, 2021
  • 16 replies
  • 55 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!

 

December 23, 2021

Why is Quickbooks so opposed to making this option available?  We really need it.

LieraMarie_A
Level 8
December 24, 2021

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:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

Get back to me if you need more help with processing payments. I'm always here to assist.