GlinetteC
Moderator

Account Management

You can add a percentage fee to invoices for credit card payments, but this feature can't be applied automatically, csenek.

 

You'll need to create a service item and manually add it to the invoice. Here's how to do it:

 

  1. Navigate to the Sales menu and choose Product & Service.
  2. Click on New, then select Service.
    Screenshot 2025-07-22 032656.png
  3. Enter the name of your service item. (Example CC Fee)
  4. Select the account you'd use to track the processing fees.
  5. Click Save and Close.
    Screenshot 2025-07-22 032725.png

 

Once done, add the credit card fee as a line item on the invoice.

 

Here's how:

 

  1. On the create invoice page, click Add line.
  2. From the Product or Service drop-down column, choose the charge convenience fee you created.
  3. Click Save and Close.
    Screenshot 2025-07-22 032759.png

 

For step-by-step instructions, check this article: Charge a service fee to customers in QuickBooks Online.

 

Let us know if you have other questions by adding a comment, and we're always here to assist.