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How do I add Cc Fee to customer invoice?

Forum|Forum|7 years ago
December 11, 2018
4 replies
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Trying to add a Cc Fee to customer invoice. I have already created an Item "Cc Fee" @ 3% with a misc. income account. When I add this item to invoice it only adds the 3% to the last item on the invoice.

How do I get it to add 3% to the entire invoice?

Im using QB Desktop Pro Plus 2017

QuickBooks Desktop

Best answer by

Add a subtotal item to the end of the invoice above the charge.

Picture of subtotal item attached.

NOT MY USER ID

Level 5

@leakpetroleumequ, you might want to read the article below concerning restrictions on charging a fee.

http://www.creditcards.com/credit-card-news/business-surcharge-card-customers-1585.php

A

Anonymous

Answer

Add a subtotal item to the end of the invoice above the charge.

Picture of subtotal item attached.

A

Anonymous

An example using a subtotal item? OK, attached....

C

CST Parker

Hello again, @Katerqueen.

You're very welcome. Please remember I'm here anytime you have additional questions or concerns with QuickBooks Desktop. Wishing you all the best!

All of this is only helpful if you have an invoice going to a customer that you KNOW is going to pay with a CC. In my case, I send them the invoice, and they have the option of paying cash, card or check. I can’t arbitrarily add a CC line item if I don’t know what they are paying with in advance, unless I contact each customer and ask them - hey, how are you paying for this? Oh, with a card? Then let me send you a new invoice with a surcharge on it. Won’t fly. Help?

Chris

H

hydrojeanne

When we have a percentage to charge against several items, , we have to enter "subtotal" first (which we added to our item list in quickbooks. and then do the fee and it will take all line items into effect not just the last item.

qbteachmt

Level 11

A Discount Item and an Other Charge Type item set as a % (for discount or markup purposes) are "items that Calculate" and they compute on what is above them.

Example:

List an item and then a Discount item = you discounted that one item. List an item and a Markup Other Charge item, and you marked up that one item.

So, if you want more than this, you list what applies, then you Subtotal. Now your Calculating item will compute on the item above it, which is that Subtotal.

And you can Subtotal your Subtotals. Like this example:

Lists Items to sell that are going to be discounted, pretend this is 3 things @ $100 each

Use a Subtotal. This shows $300

Use Discount, such as 10%. Now you see negative $30

Use Subtotal. You see $270.

Add another charge; example, shipping for $100

Use Subtotal. You see $100 (the only one item above it is the Shipping).

Use another Subtotal. This Subtotals = $370

M

mmartinuzzi

this example subtracts $30 from the total. I want to add a surcharge, not subtract.

Is there a way to do that?

AlcaeusF

Level 14

Hello there, mmartinuzzi.

Welcome to the Community. I'm here to provide additional information on your question about adding a surcharge.

You can create a subtotal item to apply a surcharge to all or selected items on an invoice. This item totals all the previous items within an invoice.

Here's how:

Click the Lists tab at the top menu bar.
Click Item List.
Click the drop-down arrow next to Item and select New.
Below Type, select Subtotal.
Enter a name for the subtotal.
Enter a description to show on invoice or sales receipt.
Click OK.

Please feel free to post any questions you have below. The Community is always here to help out.

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