cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
Delia Harrington
Level 1

Hi, I work for a small nonprofit. We would like to make sure that customers are not charged credit card fees on top of any purchases/charges they make. How do I do that?

I see posts asking to pass on the fees to customers, but not the opposite. Thanks!
1 Comment 1
Bryan_M
QuickBooks Team

Hi, I work for a small nonprofit. We would like to make sure that customers are not charged credit card fees on top of any purchases/charges they make. How do I do that?

It's good to have you in the Community, Delia. Allow me to help ensure that your customer recording in QuickBooks Online (QBO) won't show credit card fees on any of their purchases.

 

Please know that all invoice payments that are processed online are subject to fees. To avoid showing credit card fees in QBO, you can record them as Sales Receipt if they pay on the spot. Here's how:

 

  1. Click the +New icon and select Sales Receipt.
  2. Pick your Customer and enter the necessary details for the transaction.
  3. Select a Credit card from the Payment method.
  4. Choose the purchases they make and place the exact amount without the fees.
  5. Once done, you can click Save and Send or Save and Close.

 

You can also record it as Invoice if they're yet to be paid. Then receive payment manually without including the credit card fee.

 

If you want to personalise the layout of your sales forms, you can check this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have additional questions about managing credit card fees for your customers. Click the Reply button below, and we'll help you right away. Keep safe always.