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How to Charge a Convenience Fee or Tax
How to Charge a Convenience Fee or Tax

You may want to off-set your credit card fees by setting up a "Convenience Fee" or "Tax" for all electronic payments

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Do you have a convenience fee or a tax? You can configure Enrollsy to charge your customers a flat amount and/or a percentage of the payment amount. The fee can automatically be attached to each payment from the Enroll Form, Customer portal, or Auto-Pay event.

Add a Card Processing Fee or Tax Charge Item

  1. Head to My Company > Items Tab

  2. Click on the blue plus button on the "Charge Items" section

  3. Enter the name (i.e., "Convenience Fee" or whatever you choose to call it)

  4. Check the setting "Card processing fee or tax" under "Type," then click SAVE

add a convenience fee charge item in Enrollsy

Add a "Tax" Charge Item as a Standard Fee

If there is an item that is most commonly sold, and you have the sales tax calculated, you can add the tax fee as a Charge Item on your Programs. Follow the same steps above except set the "Type" to "Standard Fee."

Set the pricing on the new Convenience Fee

You can add an amount as the default tax amount and override it when needed. Alternatively, you can leave the amount set to $0, and you will be able to add the tax to any transaction and simply enter the calculated tax amount for each item you sell.

Head back to the My Company page. Scroll down to the setting Payment Fees under Payment Settings. Here you will put in your dollar amounts and/or percentages:

payment fees in Enrollsy

‍Make sure to click "Save Settings" when you're done.

Customize Convenience Fee per Account

Convenience Fees can be changed on a Customer account level. Just head to the Billings Tab and change under "Auto-Pay Settings."

change payment fees in customer account in Enrollsy

Notify Customers of Convenience Fee(s)

Enrollsy does not automatically notify your customers or any convenience fees. You are responsible for letting your customers know of any fees you charge. Here are some ways you can notify your customers of Convenience Fees:

  • Terms and Conditions

    Your terms and conditions can include these fees. See how to add Terms and Conditions. The terms and conditions will show at enrollment after entering payment info and clicking "Pay & Enroll." A pop-up window will display the terms with a checkbox that must be checked for the enrollment to be submitted.

    The terms and conditions are also on the customer's email confirmation after enrolling under "Enrollment Terms."

  • Payment Messages

    You can also add instructions or messages for Customers to view concerning payments in the Customer Portal. You can add a message or instructions that will show up on the Home page of the Customer portal:

    Or you can add a message or instructions that will show up when the Customer clicks "Make a Payment:"

    Click here to find out how to add these messages.

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