6.6 Credit Card Surcharge

Surcharges for various payment types may be configured as a percent of the invoice amount. Typically, this feature is used for credit card payments to pass on the merchant fees related to credit card processing, however it could be used for any type of payment including ACH payments if desired.

The steps are as follows:

Step 1: Create a Plan/Charge for the surcharge

Navigate to the [Plans >> Plans & Charges] menu and create a Plan. Under this Plan create one or more Charges corresponding to each type of surcharge (in the example below, there is one Charge for a credit card surcharge and another for ACH). Note that on the Charge, the Pricing Type MUST be configured as [Percent of Total]. 

Step 2: Enable the Surcharge

Once the Plan is created, go to the [System >> Configurations >> Payment Retries] menu and enable the surcharge for the various payment types as shown in the screenshots below. The recommended Surcharge Mode is [Generate separate invoice]. In the example below, only the credit card surcharge is configured.

Step 3: Test the Configuration with a payment

Now do a test payment and verify that the surcharges are coming up as you expect. In this example, a surcharge dynamically appears when the credit card payment type is chosen, and goes away for all other payment types per the configuration above. Note that a separate invoice has been generated for the surcharge fee and that the payment is applied to the original invoice(s) as well as this dynamically generated invoice.

Please see this link for how the surcharge displays on the customer self-service portal

Credit Card Surcharges/Fees