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How to Charge a Credit Card Convenience Fee Manually
How to Charge a Credit Card Convenience Fee Manually

Steps to charge customers the convenience fee when entering a customer payment

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

If you have a convenience fee that is charged when customers pay by credit card, when an Admin user enters a manual payment for a customer, you have to manually add this fee, calculating it based on how you set this fee up. If you have not yet set up this fee, see this support article for assistance.

There are two ways to add this fee to an invoice.

1- When Creating an Invoice

You can enter the convenience fee when you create an invoice. Click here for steps on how to create an invoice.

This happens in Step 3 - Set Up Transaction. When entering the Charge Items in this step, add the "Convenience Fee" Charge Item (or whatever you are calling this fee) along with any other Charge Items, such as "Class Fee," or whatever you are charging the customer.

Click "Post" to post the transaction.

If you have not created a Charge Item for this fee, see this support article for steps.

2- Editing an Invoice

You can also add the convenience fee to an existing invoice. To do this, follow these steps:

  • At the top Select Manage beside Current Invoices, Paid Invoices, or Future Invoices

  • In the new window that opens, you will see a list of Invoices. Click on the Edit button beside the Invoice that the convenience fee needs to be added to.

  • Within the Invoice, click the plus button in the upper-right corner

  • Select "Post Charge" at the top

  • Scroll down to "Set Up Charge." Here is where you will add the convenience fee Charge Item. If you have not created a Charge Item for this fee, see this support article for steps.

  • Click "Post" to post the transaction

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