How To Set Up a Credit Card Surcharge

Overview

A credit card surcharge can be applied to both an online order, and if needed, internally when creating an order and charging the customer's credit card.

Note: You must be an Owner user to set up a credit card surcharge.

How to apply a credit card surcharge for online orders

• Click Settings.
• Select Online Payments.
• Accept Credit Card payments must be ticked, and a Payment Gateway must be set up correctly.
• Find the Credit Card Surcharge section, select between :
  • No: No additional surcharges will apply.
  • Yes (% of order total amount): Enter the Surcharge percentage amount e.g. 2.9%
  • Yes (Fixed amount): Enter the Surcharge amount e.g.  $2

Lastly, click the Save button at the bottom.

How to apply a credit card surcharge for internal orders

Important: Before you can manually add a credit card surcharge for internal orders, you must first set up a credit card surcharge for online orders.

Within a new (or existing) internal order:

• Look to the Products section.
• Beside the Total, click the Add cc surcharge link.
• Enter your surcharge amount.

You can then complete the rest of the internal order.

Tip: If you are going to send a payment request email to your customer, you do not need to manually add a credit card surcharge within the order. When your customer goes to pay online (via the payment request email), the credit card surcharge will apply as per usual.