cancel
Showing results for 
Search instead for 
Did you mean: 
Kterry1
Level 1

How do I charge customers credit card processing fee on an invoice?

 
112 Comments 112
Joseph_A
QuickBooks Team

How do I charge customers credit card processing fee on an invoice?

I'm glad to see you here in Community, @Kterry1.

 

You can charge your customer the credit card processing fee by adding this to their invoices.

 

You can use a service item for the fee. Here's how:
  1. Go to Sales then choose Products and Services.
  2. Click on New then select Service.
  3. Enter the name of your service item. (Example CC Fee)
  4. Select the account you'd use to track our processing fees under the Income account drop-down.
  5. Once done, click Save and Close.

Add the CC Fee as an additional item on your invoice every time you charge your customers with the processing fee.

 

You can also email or print the invoice you've created.

 

Feel free to post your additional questions here in Community. Have a great day ahead, take care.

Fiat Lux - ASIA
Level 15

How do I charge customers credit card processing fee on an invoice?

@Kterry1 

As another option, ask your client to utilize MP to pay their bills by credit card. Stretch your clients’ cash flow by creating up to a 45-day float by paying bills via a credit card, even if the vendor doesn’t accept credit cards. Vendors get paid with a physical check or with electronic bank transfers.

https:// melio.grsm.io/quickbooks

 

cmaddox
Level 3

How do I charge customers credit card processing fee on an invoice?

Can I set up a line item (Credit Card processing fee) to be a percentage of subtotal [total in our case as NH does not charge sales tax].

If so, could it automatically list on al estimates and/or invoices?

SashaMC
Moderator

How do I charge customers credit card processing fee on an invoice?

Hey there,

 

Thank you for joining the QuickBooks Community, cmaddox. The ability to set up a credit card processing fee to be a percentage of the subtotal and automatically list it on all invoices and estimate hasn't been made available in QuickBooks Online. We are aware of how this would be a bonus to your business transactions. Therefore, our engineers are working on improving our product's features to meet your needs. 

 

However, you could manually add a new line to the customer's invoice with a rate. Here's how:

 

  1. Select an empty line below the Product/Service column.
  2. Click Add New from the product or service drop-down.
  3. Pick Service from the options.
  4. Enter the description, for example, credit card processing fee, on the Name field.
  5. Select Save and close.
  6. Once completed, add the Rate.
  7. Click Save and Close.

 

If you would like to see the latest product updates and feature enhancement, I encourage you to follow our blog.

 

I'm here to help you if you need further assistance with this concern. Feel free to hit that Reply button. Have a good one!

kristin1130
Level 1

How do I charge customers credit card processing fee on an invoice?

Thank you for the explanation but doesn't the credit card company charge a fee based upon the total charged amount?  So let's say my invoice is for $1000 and the credit card fee is 3%.  So the transaction fee is $30.  So I create a new service item called credit card fee and add it to the invoice.  Now the balance to be paid is $1030.  When I process the transaction, the credit card company will charge a 3% fee based upon the total which is now $1030.  So the new transaction fee is $0.90 more.  Not a big deal on a smaller invoice, but over time and on larger invoices it adds up.  So really I'll never fully collect the transaction fees from my customers for processing credit cards, right?  

vskee48
Level 1

How do I charge customers credit card processing fee on an invoice?

For a company the size of quickbooks, this should be a quick fix and feature add.  The solutions as described in other replies only instructs to add the fee as a line item charge.  That ultimately increases the pre-fee invoice amount that is then assessed a fee.  We already pay for the service and feature offers available.  

Woem14
Level 1

How do I charge customers credit card processing fee on an invoice?

Exactly my question as well!! Funny there's been no response!! QuickBooks needs to address this issue.

usernamehascheckedout
Level 1

How do I charge customers credit card processing fee on an invoice?

Use algebra

(1.03*total)*0.03 = 0.0309 = 3.09%

Charge them 3.09% or round up to 3.1%

chaneymillerinc
Level 2

How do I charge customers credit card processing fee on an invoice?

Those are my thoughts exactly. 
Add the fee to the invoice and then when they go to pay the invoice Quickbooks sees it as the higher amount and charges us the fees based on that higher invoice amount.
But I also wonder that with Square or Clover too !!

 

craig7
Level 2

How do I charge customers credit card processing fee on an invoice?

Intuit has A LOT of issues they need to address.  

RhondaQBUser
Level 3

How do I charge customers credit card processing fee on an invoice?

That true.  I decided the 90 cents was cheaper for me to pay than the $30.  It's something anyway.  Hopefully QB will step up and add the feature.

AMJ2020
Level 1

How do I charge customers credit card processing fee on an invoice?

Hey there QB!

SURELY for such a large organization with a huge customer base, this credit card % fee can be EASILY incorporated?  It seems so 'intuitive' that this is part of invoicing.  I can't quite believe this hasn't been implemented and it's a royal pain in the butt to calculate it and explain the inaccuracy to customers when you're charging on the total....  can you guys please get this soreted? Much appreciated.

jbrydell
Level 1

How do I charge customers credit card processing fee on an invoice?

I personally would prefer the option tied to QuickBooks Payments. That way when the customer decides to pay, they could mail a check for the price of a stamp, pay via ACH... or if they want to pay with a credit card it just adds the fee at that point based upon the value charged. I agree that the option should be listed at the bottom of the invoice in the totals, and not in the ledger section of the invoice.

DB2971
Level 1

How do I charge customers credit card processing fee on an invoice?

I agree and they (QBO) should add this feature right away. A lot of vendors charge me for credit card processing fees and whoever they use for billing seems to be able to add it without charging a percentage of the total for the processing fee. QBO needs to add a lot of features as they should have figured out by now that online bookkeeping is the “now” as well as the feature. I have been waiting for years for Intuit to add the features to the online version that they seem to have in the “software app” version. 

rcorippo
Level 1

How do I charge customers credit card processing fee on an invoice?

Mine as well. Thank you. 

atozmotors
Level 1

How do I charge customers credit card processing fee on an invoice?

I strongly agree this should be added as a feature to QBO.

Korver
Level 1

How do I charge customers credit card processing fee on an invoice?

They are not going to fix this "issue" because it isn't an issue for them. Intuit acquires more money by us creating an extra line item.

jlynch2019
Level 2

How do I charge customers credit card processing fee on an invoice?

A lot of CC processors are moving in this direction with businesses that I set up with credit card processing to either have the business owner pay the fee or have it automatically added to the customers total. 

I have a client who has high volume invoices and would never be able to keep track of adding the fee each time because people would either choose the new credit card payment option or send a check. If you have low volume and communicate with clients on receiving payments it’s a little easier. 

Now I have to tell my client this can’t be done and I just don’t think and alternative is an option. 

jlynch2019
Level 2

How do I charge customers credit card processing fee on an invoice?

A lot of CC processors are moving in this direction with businesses that I set up with credit card processing to either have the business owner pay the fee or have it automatically added to the customers total. 

I have a client who has high volume invoices and would never be able to keep track of adding the fee each time because people would either choose the new credit card payment option or send a check. If you have low volume and communicate with clients on receiving payments it’s a little easier. 

Now I have to tell my client this can’t be done and I just don’t think and alternative is an option. 

ID 12345
Level 1

How do I charge customers credit card processing fee on an invoice?

It seems ridiculous to me that a platform like this does not have something as simple as activating or deactivating the CC FEE. It is something that many people have asked for some years and still do not give an EFFECTIVE request

SLaudwig
Level 1

How do I charge customers credit card processing fee on an invoice?

Quickbooks needs to add a feature to have the ability to add a  "processing fee" at the time of checkout with a credit card.  I have customers that send checks and I want to steer them away from paying with credit card but right now the fact that I can't put 3% processing fee on the bill at the moment they decide to pay with a credit card instead of a check, they will pay with a credit card. It should be an automatic addition (if the company adds that feature) when they use the credit card so if they mail a check, there is no fee.

Alysa W
Level 2

How do I charge customers credit card processing fee on an invoice?

So when do they expect to create/fix this?  I am running large invoices.  If I add it as a service- Say the invoice is 15,000.00  I add a line item of "Credit Card Fees" 2.9% = 435.00  + .25 per transaction fee

 

Total invoice is now 15,435.25

2.9% of this is 447.62

 

I LOSE $12.62

 

While this not seem like much... it adds up quickly.   QUICKBOOKS NEEDS TO FIX THIS OR START COVERING LOSSES

Varietys80
Level 1

How do I charge customers credit card processing fee on an invoice?

Ridiculous, that the option doesn't exist...I strongly agree this should be added as a feature to QBO.

iftikhar
Level 1

How do I charge customers credit card processing fee on an invoice?

Hey QB

are you listening at all?

I see you suggesting adding a fee to the invoice, but what if the customer decides to pay with a check? There should be an option to add the fee automatically if the customer decides to pay with a credit card.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up