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ctlbill
Level 2

Is there a way to automatically charge the customer the credit card fee when they pay by credit card? I have seen other systems do that to us.

 
2 Comments 2
KlentB
Moderator

Is there a way to automatically charge the customer the credit card fee when they pay by credit card? I have seen other systems do that to us.

Hi there, ctlbill.

 

Currently, the option to automatically charge your customer for the processing fee is unavailable in the program. Rest assured, we take note of your suggestions and ideas to improve your QuickBooks experience.

 

For now, you'll want to create a second line item for the fee in your invoices. This way, you'll be able to charge it to your customers. I'll show you how:

 

  1. Click the + New button, then select Invoice.
  2. Enter the necessary information.
  3. On the second line, select + Add new from Product/Service column.
  4. Choose Non-inventory, then name, category, and rate of the fee.
  5. Select the appropriate expense account in the Income account drop-down menu.
  6. Click Save and close, then Save and send to complete the process.

In case you'll need to track when QuickBooks deposits customer payments into your bank account, we can check the deposit speed for your product.

 

If I can be of any additional assistance, don't hesitate to insert a comment below. Have a pleasant day ahead.

ctlbill
Level 2

Is there a way to automatically charge the customer the credit card fee when they pay by credit card? I have seen other systems do that to us.

That is a work around but you have to know if your customer is going to pay by check or card.  I have seen others that automatically add the fee depending on the payment method.

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