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Level 2

How do I add Cc Fee to customer invoice?

Trying to add a Cc Fee to customer invoice.  I have already created an Item "Cc Fee" @ 3% with a misc. income account.  When I add this item to invoice it only adds the 3% to the last item on the invoice.

How do I get it to add 3% to the entire invoice?

Im using QB Desktop Pro Plus 2017

Solved
Best answer December 10, 2018

Best Answers
Highlighted
Anonymous
Not applicable

How do I add Cc Fee to customer invoice?

Add a subtotal item to the end of the invoice above the charge.

Picture of subtotal item attached.

View solution in original post

24 Comments
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Level 7

How do I add Cc Fee to customer invoice?

@leakpetroleumequ, you might want to read the article below concerning restrictions on charging a fee.

http://www.creditcards.com/credit-card-news/business-surcharge-card-customers-1585.php

Highlighted
Anonymous
Not applicable

How do I add Cc Fee to customer invoice?

Add a subtotal item to the end of the invoice above the charge.

Picture of subtotal item attached.

View solution in original post

Highlighted
Level 2

How do I add Cc Fee to customer invoice?

Can you show me an example?  Not sure if you mean in the invoice itself or at bottom of invoice where sales tax and balance due is shown
Highlighted
Anonymous
Not applicable

How do I add Cc Fee to customer invoice?

An example using a subtotal item?  OK, attached....
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Level 2

How do I add Cc Fee to customer invoice?

Thank you very much, that was easy :-)
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Level 1

How do I add Cc Fee to customer invoice?

I'm missing something.  What is going on behind the scenes to get QB to figure out 3% of the subtotal?
Highlighted
Anonymous
Not applicable

How do I add Cc Fee to customer invoice?

There's nothing to it, really,  Use a percent discount item below another item, including a subtotal, and it will calculate on that amount.
Highlighted
Level 1

How do I add Cc Fee to customer invoice?

When we have a percentage to charge against several items, , we have to enter "subtotal" first (which we added to our item list in quickbooks.  and then do the fee and it will take all line items into effect not just the last item.

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Level 15

How do I add Cc Fee to customer invoice?

A Discount Item and an Other Charge Type item set as a % (for discount or markup purposes) are "items that Calculate" and they compute on what is above them.

Example:

List an item and then a Discount item = you discounted that one item. List an item and a Markup Other Charge item, and you marked up that one item.

So, if you want more than this, you list what applies, then you Subtotal. Now your Calculating item will compute on the item above it, which is that Subtotal.

And you can Subtotal your Subtotals. Like this example:

Lists Items to sell that are going to be discounted, pretend this is 3 things @ $100 each

Use a Subtotal. This shows $300

Use Discount, such as 10%. Now you see negative $30

Use Subtotal. You see $270.

Add another charge; example, shipping for $100

Use Subtotal. You see $100 (the only one item above it is the Shipping).

Use another Subtotal. This Subtotals = $370

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Level 1

How do I add Cc Fee to customer invoice?

this example subtracts $30 from the total.  I want to add a surcharge, not subtract.

Is there a way to do that?

Highlighted
Moderator

How do I add Cc Fee to customer invoice?

Hello there, mmartinuzzi.

 

Welcome to the Community. I'm here to provide additional information on your question about adding a surcharge.

 

You can create a subtotal item to apply a surcharge to all or selected items on an invoice. This item totals all the previous items within an invoice.

 

Here's how:

  1. Click the Lists tab at the top menu bar.
  2. Click Item List.
  3. Click the drop-down arrow next to Item and select New.
  4. Below Type, select Subtotal.
  5. Enter a name for the subtotal.
  6. Enter a description to show on invoice or sales receipt.
  7. Click OK.

Please feel free to post any questions you have below. The Community is always here to help out.

 

1.JPG

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Level 15

How do I add Cc Fee to customer invoice?

@mmartinuzzi

 

I want to add a surcharge, not subtract.

 

It's in this topic, already:

"Example:

List an item and then a Discount item = you discounted that one item. List an item and a Markup Other Charge item, and you marked up that one item.

So, if you want more than this, you list what applies, then you Subtotal. Now your Calculating item will compute on the item above it, which is that Subtotal."

Highlighted
Level 1

How do I add Cc Fee to customer invoice?

Thanks for the quick response.  I had tried that, with the subtotal, but if I chose an Other Charge item it still only calculating it on the last item.  If I choose a sales tax item and try to fake it that way, with a fake sales tax agency, then if I have a sale that includes both taxable and non taxable, it only calculates the charge on either/or.  

Seems like I can only get it to work for all taxable sale or all non taxable sale with the Sales Tax type of charge.

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Level 1

How do I add Cc Fee to customer invoice?

I don't see "columns to total" on my subtotal screen. It stops at Description.

 

Highlighted
Moderator

How do I add Cc Fee to customer invoice?

Hello there, mmartinuzzi.

 

Thanks for getting back. Allow me to clear this up for you.

 

If you're unable to see the Columns to Total on your subtotal screen, you might be using the QuickBooks Desktop Pro. This function is not available in the Pro version.

 

If you wish to have this feature, you can upgrade or convert your company file to a new QuickBooks Desktop version.

 

If you need assistance with this, feel free to reach out to our QuickBooks Care Team. They'll be able to guide you through the whole process.

 

Here's how to reach them:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Feel free to leave a comment below if you have any other. I'm always here to help you out. 

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Level 1

How do I add Cc Fee to customer invoice?

Charles M

What version is it available in?  I have all available to me, I am a ProAdvisor.  I was using, just an FYI, the QB Desktop Accountants 2018.

Highlighted
Moderator

How do I add Cc Fee to customer invoice?

Hi, @mmartinuzzi.

 

Thanks for getting back to us here in the Community. Allow me to step in for a moment and share some information about the Columns to total when creating a Subtotal item in QuickBooks Desktop (QBDT).

 

The option to have columns total, like in the screenshot provided by @AlcaeusF, is only available in QuickBooks Desktop Enterprise 2015 and later. You can also check out this article and scroll down to Item types for more information: Add, edit, and delete items.

 

If you wish for this option to be added in QBDT Accountants 2018, I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates. This will help them know how this option makes your QuickBooks experience smoother.

 

Here's how:

 

1. At the top menu bar, go to Help and pick Send Feedback Online.
2. Enter your request/product suggestion, then click Next.
3. Choose Skip and send a message and select Feedback as the Category.

 

That should answer your concern for today. Please know that I'm only a post away if you have any additional questions or concerns. Have a wonderful day.

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Level 15

How do I add Cc Fee to customer invoice?

For this: "I had tried that, with the subtotal, but if I chose an Other Charge item it still only calculating it on the last item"

 

It's like this:

 

Charge item

Charge item

Charge item

SUBTOTAL

 

Then, Other Charge Item, set for % = Mark UP that subtotal value. Set for negative percent = Mark Down that subtotal value. Both of these calculate to give you an Amount on that line = the amount to be added or subtracted.

 

Set for a Value, positive or negative, = add or subtract this.

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Level 1

How do I add Cc Fee to customer invoice?

Can you send me the attachment show the subtotal item, please. [email address removed]

Highlighted
QuickBooks Team

How do I add Cc Fee to customer invoice?

Hi there, @Katerqueen.

 

Thank you for joining this conversation about adding subtotal items.

 

Any personal information you add in the Community space is automatically removed to maintain your security and privacy. Nevertheless, I'm here to give you the attachment showing the subtotal item:

 

Here's how to create the subtotal item:

  1. Click Lists.
  2. Click Item List.
  3. Right-click on your mouse and select New.
  4. For the item Type, select Subtotal.
  5. Enter a name for the subtotal.
  6. Enter a description to show on invoice or sales receipt.
  7. Select the columns you'd like to add on the total.
  8. Click OK.

1.PNG

For more information about adding subtotals, you can refer to this article: Add, edit, and delete items.

 

You can add this item on the invoice, and this is how it looks like:

2.PNG

 

That should keep you going today, Katerqueen. I'm still here to help you more if you have other item questions. Just drop a comment below. Have a good one.

 

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Level 1

How do I add Cc Fee to customer invoice?

Thank you. I have figured it out and it works great!

Highlighted
QuickBooks Team

How do I add Cc Fee to customer invoice?

Hello again, @Katerqueen.

 

You're very welcome. Please remember I'm here anytime you have additional questions or concerns with QuickBooks Desktop. Wishing you all the best!

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Level 1

How do I add Cc Fee to customer invoice?

All of this is only helpful if you have an invoice going to a customer that you KNOW is going to pay with a CC.  In my case, I send them the invoice, and they have the option of paying cash, card or check.  I can’t arbitrarily add a CC line item if I don’t know what they are paying with in advance, unless I contact each customer and ask them - hey, how are you paying for this?  Oh, with a card?  Then let me send you a new invoice with a surcharge on it.  Won’t fly.  Help?

Chris

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QuickBooks Team

How do I add Cc Fee to customer invoice?

Thanks for joining in this conversation, @CST Parker. I appreciate you for voicing out your concerns to us. letting us know what you need and expect with our product means so much for future development updates. 

 

I'm sharing your feedback to our engineers so they can take a look into this matter. To keep you in the loop about the latest product updates, please visit the Firm of the Future to view the details.

 

As always, please let me know if I can be of additional assistance. I'd be delighted to work with you anytime. 

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