Re: How do I add the credit card processing fee QB is charging ME to invoices being paid by the c...

boisebasin · ‎December 12, 2024

I am just trying to figure out how to include credit card processing fees on the invoices that our customers are going in and paying online.

rebecca · ‎December 12, 2024

You are not able to do this if you are collecting payments in quickbooks via QB Merchant Services.

We used Freedom Merchant as our external processor. Freedom Merchants will give you a payment link that goes in the body of the email when you send an invoice out from QB. The customer clicks on the link to make the payment and the fee is added when they click on the link. When the client pays you get a notification AND it marks the invoice paid in QB through their integration. You can contact [email address removed] as he was quite a bit of help with the setup.

I struggled with QB and the processing fees solution for a long time. Freedom Merchants really helped recoup those costs. However...I have since moved to a custom order management software that automatically adds the fee on the purchase and then we now push the final order to QB just for bookkeeping purposes.

QB Merchant charges excessive fees and on top of it they charge the full credit card fee on refunds too. It really was so much good money wasted.

I wish you luck as we small business owners do not have much time to jack around with this stuff but it is important to find time to help your bottom line.

Rackley jon · ‎January 30, 2025

I need this information as well. In construction these fees can cost alot.

Chrea · ‎January 30, 2025

@Rackley jon

Are you B2B or B2C?

placour1 · ‎February 10, 2025

HI,

Try using Square. The processing fee is AUTOMATICALLY added to the customers payment due. The fee differs slightly based on the type of credit card used and debit card. Its very simple and seamless.

Vernon007 · ‎March 12, 2025

There’s a few ways you can automate the CC processing fee on invoices. It also helped monitor the invoices with alerts and reminder emails to the customer. Best decision ever

Vernon007 · ‎March 12, 2025

There’s a few ways you can automate the CC processing fee on invoices. It also helped monitor the invoices with alerts and reminder emails to the customer. Best decision ever. Email [email address removed] if you want more info

Vernon007 · ‎March 12, 2025

I found a great way to do it. If you want more info: [email address removed]

RLC87 · ‎April 03, 2025

Just figured this out. For example: Make a line item as cc fee or whatever you want to name it. Description 4%. Then charge $0.04 and leave the quantity blank. Then save it. Create an invoice as you normally would. Once you have all of your normal line items put in, click the add subtotal so it will show the customer what the amount is before the card fee. Then add another line item, which would be your card fee. Now for the quantity, enter the subtotal amount. It will add the fee on the end. Simply put in your template that if you wish to pay by check, to just pay the subtotal amount. Hope this helped.

AG220

Hi, I am reading your response to the OP Question. I’m curious because we transitioned from desktop to QBO recently so we are still learning how to properly utilize all that it can do for us. Does this service fee ONLY get charged if they pay the invoice online? Like let’s say the invoice is $10,000.00 and then you add service fee of $300.00 due to the 3% making the total $10,300.00 if paid with credit card… they either agree yes OR if they pay by check and they send $10,000.00 do we go back and remove the service charge before receiving the payment in so that there is no open balance or will removing the service fee offset the history of that estimate/invoice etc ?

LouiseG

Transitioning from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) can be a big change, and it’s great to hear you’re learning to use its features. Yes, AG220. The service fee applies only if the customer pays online via credit card or any other online payment method.

In QBO, online payments include a processing fee. To cover this, you’ll manually add the fee to your customer’s invoice so it reflects the full amount due.

If your customer pays by check, there’ll be no processing fee since check payments don’t incur payment processors. In that case, remove the fee from the invoice before receiving the payment. This ensures the invoice shows no open balance, and removing the service fee for non-credit card payments won’t impact the history. It will only update the invoice to reflect the actual amount.

If you have additional questions, please don’t hesitate to revisit this thread.

SIAB

@AG220

If you are B2B, consider having a 3rd party payment processor to sync with QB and avoid those processing fees.

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How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

How do I add the credit card processing fee QB is charging ME to invoices being paid by the customer. We want to *automatically pass those fees onto customer paying.

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