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dorrisrob-gmail-
Level 1

How do I charge the credit card fee to customers automatically

 
2 Comments 2
Jen_D
Moderator

How do I charge the credit card fee to customers automatically

Thanks for visiting this forum, Dorris.

 

I can share some information on how QuickBooks Self-Employed works with convenience fees. At the moment, the automatic deduction of convenience fees is not yet available. If you need to charge for convenience fees, you can add another line item to account for it.

 

You can set up online payments so customers can pay you for their invoices electronically. The system will automatically charge you for transaction fees. Click the link to learn more about QuickBooks Payments and fees.

 

By default, this feature isn't turned on. To turn on QuickBooks Payments so customers can pay their invoices online:

 

  1. Go to the Invoices menu and create a new invoice.
  2. Select Create invoice.
  3. Select the Set up payments to begin setup.
  4. Follow the steps, then select Activate payments.
  5. After you activate payments, select the Credit card or Bank transfer (ACH) toggle to turn on the options. 

 

For other questions or concerns, please contact our Payments Support Team: Contact Payments Support

 

I'm also here if you need further assistance with QuickBooks Self-Employed sales and QuickBooks Payments. Just comment or mention me anytime. Have a lovely day!

jmk2025
Level 1

How do I charge the credit card fee to customers automatically

I understand how to set up the invoice so that the customer can choose to pay by ACH or credit card.  The question is, if they decide to pay by credit card, how do I notify them and add the fee to the payment so the total payment is the invoice plus credit card or ACH fee?

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