Re: How do I add in a convenience fee for paying by credit card? - Page 4 (intuit.com)

I was able to find an add on in the QBO apps section called Freedom Merchants. Very affordable, and I will hopefully be able to start using it soon. Haven't started to yet. 

This vendor is an add on that integrates with QB online. It automatically applies the CC fee  the customer pays with a CC and the fees are lower than QB Payments process. It may be the best and most efficient/cost effective way to offer the pay now option to our customers… It is $25.00 a month.

If we use the QB Payments to process the online pay now cc payments then:

1. it is not an automatic process. We will need to manually add the processing/convenience fee to each invoice we send.
2. The calculated 2.9% plus $.25 per transaction would be added to the total fee we calculated so we would be paying fees on our fees so the amount charged to the customer would not cover the actual fee.
3. We would have to deduct the fee if the customer chose to pay by check.

I am looking into work arounds researching the QB Forum and spoke to the QB help people. Their suggested method to collect a convenience fee from the customer:

1. Manually Add the fee as a separate line item on each invoice we send (added fee gets a fee so calculated amount doesn’t cover fee total)
2. Or send a second invoice to the customer for the fee
3. If sending a second invoice for the fee then INSTRUCT them to pay it by check (or we will end up in a cycle of collecting fees for fees)
4. Put note on invoice that tells customers TO DEDUCT the fee amount on invoice IF they intend to pay by check (we would then manually deduct fee once check was received).

They may be the best solution if you want to continue using QB. I haven't found a good alternative Accounting software yet... Thank you! 

HOwdy: 

I found an add on App in QBO. Freedom Merchants. A very affordable solution to the QBO manual convenience fee process. I have not started to use it yet, but may be a very helpful way to address QB's situation.  Super Excited to sign up ~ Just haven't yet. 

Lookup and more. If you’re ready to get started, just scroll down to “Your Next Steps”.

Here are some sample Checkout Pages of ours, you can see in each that there’s customization from page to page that we love doing to make the Brand-experience unique to your business!

https://freedommerchants.com/checkoutpages.html

And here are some helpful videos too. Note: The QBO Settings update we do ENTIRELY for you, so you can watch that if you want to understand what we update, but you don’t need to do anything in your own QBO at all, we do it for you.

Invoicing from within QuickBooks:

If you’re generating Invoices directly from within QuickBooks, you don’t need to do ANYTHING extra! At no additional cost, you can easily connect our Checkout Page directly to your website! No coding by your web-developer and no expensive annual SSL-certificate needed!

If you want to send the Invoice link outside of QBO for any reason, you can “Pre-Populate” the Amount like this and include the Invoice-# easily too.

Amount Pre-Populated (and the 100 can be changed to any # you want that your customer owes) with CC Surcharge

https://freedommerchants.com/purchaseordersurcharge.html?amt=100&invoicenum=123456&desc=Sample

Has anything happened with this over the past several years?  This is a normal thing for a business to charge.  Heck, QUICKBOOKS itself charges a processing fee.  Why is it so hard to allow your customer to also charge one when OUR customers pay with a credit card?

Hi there, @Brian15151.
 

I can see how having the ability to automatically apply the fee when a customer pays with a credit card. I'll ensure to relay this message to our team in concern here on my end. I also encourage you to add your vote for this one by sending a request within QuickBooks. They're always looking to the opinions of users like yourself when determining how best to improve QuickBooks.
 

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.

In the meantime, you can look for a third-party app that may help you with this. QuickBooks supports thousands of various third-party applications for any functionality you may need. You can check our Intuit App Center.

Please visit us again and let us know how else we can empower you to make QuickBooks work the way your business needs. Thanks for coming to the Community. Wishing you even more success in the future.

Why can QBO simplify this for their clients and allow for this without having to use a third party app?  It is clear from this thread that clients have been complaining for years about this.  I think it is time for my business to start looking for another service.  It is clear that QBO is tone deaf about this issue or just doesnt care about clients opinion

I agree, and this really pisses me off.  Seriously, QB offers the option to pay via those methods, and impress the charges upon we business owners, so, why not simply add the fee when allowing folks to pay?  Almost every other vendor with which I deal in life automatically adds the fee when I attempt to pay something via Credit Card, so, how hard is it for QB to simply add the darn feature?  It's not like this will take any money out of their pockets; it will go straight to them!

Merchant fees are tax deductible on your income tax correct?  Why charge a convenience fee at all if your going to take a deduction at the end of the year.

Has QBO figured out a solution to this yet? 

I understand how useful it is to have the option to add the fee, @FC_Nola, automatically. 

In the meantime, I'd suggest sending feedback to our developers. That way, they can review your suggestions and most likely include them in future updates. Here's how:

1. Go to the Help menu.
2. Hover on Send Feedback Online.
3. Select Product Suggestion.
4. Enter your suggestions about the Combine forms to a recipient in one email option.

Alternatively, you can look for a third-party application to help you with this. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

1. Go to Apps on the left side menu.
2. Search for the app in the Find apps to streamline your work field.
3. Look for the app that supports the Batch Invoicing feature.

For future reference, here are some of our resources that can guide you more about accepting credit cards in QuickBooks:

• Credit card processing
• Take and process payments with QuickBooks Payments

For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles.

Please feel free to visit us here on the Community page if you have any other

Great. I guess we will just wait another 3 years for QuickBooks to do nothing.

It's an exercise in futility.  QuickBooks should just say they are never going to do this.  It's insulting to encourage people to suggest this as if it's some kind of new idea that hasn't been brought up again and again for years.  Ridiculous.