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oudpro
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

Quickbooks sent an email recently about the updates coming in November. Among these updates is adding the option to automatically add the processing fees to the invoice for the customer in the payment window when they choose to pay bu credit card.

 

what happened to this update?

Michelle_b
QuickBooks Team

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

MODERATORS NOTE:

 

This post has been removed as it contained incorrect information regarding the current availability of a specific QuickBooks Online Payments feature.  We apologize for  the error and any inconvenience it may have caused.

 

Please stay tuned for an update.

 

Thank you.

oudpro
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

@Michelle_b ,

 

I can’t find this option in my sales page under Account and settings for my QuickBooks online. I have attached a screenshot of the sales settings page. 

Thanks.

oudpro
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

@Ryan_M ,

 

I don’t think the screenshots and steps provided by @Michelle_b are for Merchant Services Center (MSC). The screenshots looks more like the QuickBooks online interface. MSC interface is completely different and does not have any of the menus mentioned by @Michelle_b .

 

However, if this option can be turned on from the MSC portal, please provide steps for it. I looked through all the settings in the MSC but I couldn't find it. Please advise. Thanks. 

oudpro
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

@FritzF the late fees option is different and it was released earlier. What @Michelle_b shared is for a new feature called convenience fees. It was part of the new November update.

It seems like QuickBooks decided not to add this option after the press release and email, or it postponed to be included in future releases. 

BNC
Level 3

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

Is there an option for this on QuickBooks Desktop Premier 2018?

kurtis
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

Can I opt in to get early access to the convenience fees option? I would like to start using this immediately. 

 

Thanks

lucia1
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

When will the option be available for QBO?

APL
Level 3

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

QB Staff.  Do you see the basic logic behind trinitycustomgear's suggestion?  We do not always know how a customer is going to want to pay, nor do all customers necessarily pay the same way month to month, that is why it is nice to have options on the invoice.  So if they choose to pay by credit card trinitycustomgear's solution is simple and headache free.

    It's a simple matter of programming on your merchant account page.

APL
Level 3

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

Is this feature going to be available for QB desktop users as clearly evidenced here we would like this feature too?  Which should already be in there.

StrongCPA
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

How do you get this convenience fee option!??  We need it ASAP.

laguna_agency31652
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

I desperately need this convenience fee option. Please give me access to it ASAP. Thank you!

mugen305
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

5000 = 5000 + x - 2.9% (5000+x)

Pats2511
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

you only have to do this

A= 5000 (Amount free of fees)

X= The amoun plus fees

 

X= A/0.971

X= 5000/0.971

X= 5149.33

 

Final 5149.33 * 2.9% = 149.33

A = 5000

Guzberries
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

For how much each business pays for purchasing the QuickBooks program, this should be standard on the programs.  Get it figured out Intuit.  Non sense it's not!

dhodgdon1
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

You can now charge a credit card surcharge Fee in Texas

2020Blinds
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

I am also trying to add this to my invoices. Other payment programs will add the fee when using a visa, I am not sure why Quickbooks cant

laguna_agency31652
Level 2

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

When are you going to have this up and running. It's ridiculous how much your customers pay monthly and this isn't a feature. On top of which, cheaper competitors of yours have this option already built in.. free.. Intuit, I'm begging you, PLEASE  build this out for us ASAP. This should apply to ACH as well.

gutterbrothersinc
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

can the fee be charged automatically upon payment with a credit card so that i dont need to keep manually adding the fees. 300 transactions per month.

YvetteVelarde
Moderator

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

@gutterbrothersinc Thank you for joining this thread.  Currently we do not have an automated way of adding a convenience fee charge to invoices paid by credit card.  I also advise to check local laws for any restrictions on charging convenience fees. 

 

Let me know if you have additional questions.

Jarm
Level 3

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

EVERYONE ON THIS THREAD IS FULLY AWARE THAT "SOME" STATES DON'T ALLOW CREDIT CARD FEES TO BE PASSED ON TO CUSTOMERS!  Now that we have that behind us, when are you going to add this functionality to QBO?!  There are A LOT more users in states that DO ALLOW this fee to be passed on than don't.  PLEASE STOP HIDING BEHIND THIS PREMISE THAT "SOME" STATES DON'T ALLOW IT and THAT IS THE REASON YOU DON'T OFFER IT.  It is a simple programming change that needs to be completed by Intuit.  Period!  This functionality has been asked for by us for YEARS!   It is also NOT A FEASIBLE fix for us to go into a customers invoice to add a separate line for the fee.  THIS IS BECAUSE MOST OF THE TIME WE DON'T KNOW IF THE CUSTOMER IS GOING TO PAY WITH A CHECK OR A CREDIT CARD.  Some of my customers pay with a check some months, and want to pay with a credit card in other months.  I shouldn't have to change my invoices every time this happens.  This is 2020!  We NEED THIS FUNCTIONALITY NOW!  

APL
Level 3

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

No QB, this is not a solution.

APL
Level 3

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

QuickBooks, first off it is not your responsibility to make sure we are compliant with local laws and I have found threads dating back years asking you to add this feature in, why is it taking you so long?

Adding the Credit card processing fee on the invoices as another line item is not practical though it seems to be your solution you tell everybody. We do not always know what payment option the customer is going to choose, that is the whole point of having options for the customer. The credit card fee needs to be added in by QB Merchant Services after the costumer chooses to pay by credit card. Plus if we add in the credit card processing fee on the invoice all that means is we will be charged a credit card processing fee for that as well… but hey you make more money off it.

How do we get access to this Beta version convenience fee option Catherine_B mentioned on 1-08-20? Or any time-frame established yet?

Jarm
Level 3

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

This issue is NOT SOLVED.  Please do not mark it as such!

2020Blinds
Level 1

How do I add the credit card processing fee to an invoice without being charged the processing fee for the base amount AND the processing fee?

Quick books has the ability to know state and provincial tax codes but for some reason this feature cant be enabled and disabled based on state laws?

Seems odd, losing this income actually is starting to push me to review other competitor programs that offer this features so prevent my bottom line from taking a beating. 3% of a 10% net profit is asking me to forfeit 30% of my income. I know some companies function on a smaller net income. 

Asking us to raise prices just increases the 3% fee QB gets witch leads me to believe this isn't so much about "not being able to do it" and more "maybe we dont want to do it" because you know the alternative is a few bucks more in your pocket if you force companies to raise prices to compensate. 

maybe what should be legal and not legal is the continued fees land based on all small business's out there.

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