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geoff-mrpplansin
Level 1

How to include processing fees on invoices

Can QBO automatically calculate processing fees?
2 Comments 2
GlinetteC
Moderator

How to include processing fees on invoices

Calculating processing fees automatically in QuickBooks is unavailable, geoff-mrpplansin.

 

I've got ways to add the fees to your invoice in QuickBooks Online.

 

You can create a service item and manually add it to your invoice. I'll show you how:

 

  1. Go to the Get paid & pay or Sales tab.
  2. Choose Product & Service.
  3. Click on New then select Service.
  4. Enter the name of your service item. (Example CC Fee)
  5. Select the account you'd use to track the processing fees.
  6. Once done, click Save and Close.

 

Once done, add the fee as an additional line item on your invoice when you charge your customers the processing fee.

 

Another way is to look for a third-party application that lets you do the tasks. To be guided on what app to use, you can go to the Apps menu in your QBO account and browse for an app that suits your business needs or visit the QuickBooks App Store to find one.

 

Moreover, you can check these articles for future reference. It provides insights about recording customer's payments and making deposits in QBO:

 

 

Feel free to get back to us if you have additional questions about managing your invoices. Have a great day!

Fiat Lux - ASIA
Level 15

How to include processing fees on invoices

@geoff-mrpplansin 

QB Payments doesn't offer such feature at this time. If you are running a B2B company, you can utilize a 3rd party payment processor for free to have that feature.

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