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dfwrapsct
Level 1

I there a way to charge a convenience fee for customers paying online with debit or credit card Payments?

 
2 Comments 2
MaryLandT
Moderator

I there a way to charge a convenience fee for customers paying online with debit or credit card Payments?

Thank you for contacting us, dfwrapsct.

 

Let me walk you through charging a convenience fee to your customers who use credit or debit card payments.

 

Just a heads up, charging customers a fee for credit card payments are currently prohibited in 10 states—Colorado, Connecticut, Florida, Kansas, Maine, Massachusetts, New York, Oklahoma, and Texas.

 

If your business operation is located in these states, it would be best to consult a tax adviser to get suggestions on how to record the customer charge.

 

Also, QuickBooks won't automatically calculate service charges or late fees on open invoices at this time. There isn't also an existing section on invoices for additional charges. You need to create a separate invoice or include it as another line item.

 

Here's how to do this: 

 

Create an invoice for an additional charge

  1. Go to the Customers menu, then select Create Invoices.
  2. Select the name of the customer from the Customer:Job drop-down list.
  3. Enter the name of the fee in the Item field.
  4. If you don't have an item for this, select Add New from the Item drop-down list.
    addnewitem.PNG
  5. Follow on-screen instructions on how to create a new item.
  6. Add other important details, then click Save & Close.

Add an additional charge on an existing invoice

  1. Go to the Customers menu, then select Customer Center.
  2. Click the name of the customer, then go to the Transactions tab.
    openinvoice.PNG
  3. Find and double-click the invoice to open it.
  4. Add another line item for the fee.
    fee.PNG
  5. Click Save & Close.

To learn more recommendations about accounting credit card fees, you may refer to this blog for details: Everything You Ever Wanted to Know About Credit Card Fees. Just scroll down and look for Should You Accept Credit Cards In Light Of All The Credit Card Fees? and Tips For Offsetting Credit Card Fees sections.

 

Keep me posted if there's anything else you might want to ask concerning QuickBooks. I'm always around to help you out.

 

Take care always!

TylerDesignBuild
Level 1

I there a way to charge a convenience fee for customers paying online with debit or credit card Payments?

I could use some assistance in setting up this convenience fee as an expense in quickbooks since it is going back to the CC company. Any help would be appreciated.

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