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lyn5
Level 1

Can I set up the invoice to charge a percentage for businesses paying with CC but only a flat $1.5 fee for those paying with bank transfer?

 
2 Comments 2
MarsStephanieL
QuickBooks Team

Can I set up the invoice to charge a percentage for businesses paying with CC but only a flat $1.5 fee for those paying with bank transfer?

Hey there, lyn5.

 

Yes, you can. To add the bank fee for bank transfer, you'll need to add a line item in the invoice to include the amount. I'll show you how.

 

To record an item:

 

  1. Sign in your QuickBooks Online company.
  2. Go to the Hamburger icon and select the Sales tab.
  3. Select the Products and Services then click on the New button.
  4. Choose Service and fill out the details for the bank fee.
  5. Click Save.

 

Now, you can add the item in your invoice, here's how:

 

  1. Sign in your QuickBooks Online company.
  2. Go to the Hamburger icon and select the + New button.
  3. Choose Invoice and fill out the details.
  4. Add the line item for the bank fee.
  5. Hit Save and close or Save and send after you have verified the details.

 

Here's how it looks like.

 

Bank fee line item.jpg

 

For future reference, you can check this article: Set up and send progress invoices in QuickBooks Online.

 

I'm always here to help if you need one. More power to your business!

Fiat Lux - ASIA
Level 15

Can I set up the invoice to charge a percentage for businesses paying with CC but only a flat $1.5 fee for those paying with bank transfer?

@lyn5 

Explore this app to get more feature in invoice and payment options

http://get.practiceignition.com/quickbooks

 

Hope it helps.

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