Then, create a new invoice for the service fee and use the credit memo as the payment. To record the overpayment, create a credit memo. Give the fee a name such as Convienience fee.Go to the Sales menu and select Products and services.If your state supports charging convenience fees, you can add another line item for the fee. In some cases, your business can charge customers a convenience fee for using a credit card, but there are rules, exceptions, and state laws to ensure that you stay compliant with the terms of your merchant processing agreement. Take care and have a great day ahead.Īllow me to share additional insights about adding a convenience fee to invoices, benjid. I'm more than happy to answer them for you. Now, let's create an invoice for the convenience fee with the same date of the payment and select customer.ĭrop a post anytime if you still have questions about payments and invoices. Choose the account used for the convenience fee.Enter the name of the service item ( Convenience Fee).Click the Gear icon, then select Products and Services.Since you already experience the same issues with the convenience fee, we recommend to stop using it. While waiting for an alternative way to offer this feature ongoing in the future, you can follow steps below to help you rectify your records.įirst, let's make sure to create a convenience fee service item. Here's how: That being said, we are no longer offering the same feature to all customers due to requirements from the card brand network. We've received some reports coming from some customers who have experienced the same issue while using the convenience fee feature. ![]() The convenience fee feature is currently under beta phase. This is not the service we want you to experienced, me share some information to help you rectify this concern and accurately track your customers' payments.
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