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mcd-festifi-co
Level 2

How do I make sure that the Processing fees (CC, ACH) are paid by my Customer? Is there a switch to toggle to automate the process? Thank you.

I don't want to add an extra line myself, I want it to be automated. Whether the Customer chooses ACH or CC they are still the one being charged.
2 Comments 2
Giovann_G
Moderator

How do I make sure that the Processing fees (CC, ACH) are paid by my Customer? Is there a switch to toggle to automate the process? Thank you.

Welcome to the Community, mcd-festifi-co.

 

I understand the value of automating the process of adding the processing fee when a consumer pays by credit card or ACH. Currently, the option to automatically add a processing fee is unavailable. 

 

In the meantime, you'll want to create a service item and manually add it as a line item on your customer's invoice. I'll show you how.

 

  1. Click the Gear icon, then select Products and Services
  2. Select the New button. And choose Service.
  3. Enter the name of the service item (Processing Fee).
  4. Choose the account used for the convenience fee.
  5. Click Save and Close.

 

You can also look for any third-party application that offers this capability. Click on the Apps menu to find one.

 

In addition, I've included this article in case you want to customize the sales forms you send to your customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel welcome to reach out to us again if you have further questions about the processing fee. We're always here to back you up.

Fiat Lux - ASIA
Level 15

How do I make sure that the Processing fees (CC, ACH) are paid by my Customer? Is there a switch to toggle to automate the process? Thank you.

@mcd-festifi-co 

QB Payment doesn't yet offer such option. Consider having a 3rd party merchant service or payment processor to integrate with your QBO. 

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