How To Add Surcharging By Processing An Invoice Through The Invoice Tab?

Modified on Tue, Dec 10 at 4:12 PM

Processing or Scheduling an Invoice:

  1. Navigate to the Dashboard and select the "Features" tab.
  2. From the "Features" tab, choose "Surcharging".





  • Navigate to the "Invoices" Tab:

    • Open the software or system where your invoices are stored.
    • Look for the "Invoices" tab in the menu and click on it.
  • Search or Filter Invoices:

    • Many systems offer a search bar where you can enter keywords, dates, or invoice numbers.
    • You may also find filters to narrow down invoices by customer, date, status (e.g., paid, pending), or amount.
  • Select the Invoice Number:

    • Once you’ve located the invoice list, look for the invoice number you are searching for.
    • You can click on the invoice number to open or view more details about that specific invoice.




  • Apply the Surcharge (if applicable):

    • If there’s a checkbox to apply a surcharge, check the box if you want to add a surcharge to the invoice.
    • Once the box is checked, the system should automatically display the chosen percentage for the surcharge. For example, if the surcharge is set at 3%, the system will show this percentage next to the checkbox.
    • The total will be updated accordingly, including the surcharge amount.
  • Add Payment Method:

    • Once the surcharge is applied, you can then proceed to add a credit card for payment.
    • The total amount will only change to reflect the surcharge once a valid credit card is entered into the system.



Processing Debit and Credit Cards:

  1. Entering Card Information:

    • When you enter the first 8 digits of the card number, the system will automatically recognize whether the card is a debit or credit card.
  2. Debit Card Handling:

    • If the card is recognized as a debit card, the system will perform the following:
      • Surcharge Eligibility Check: If the surcharge checkbox is checked, the system will mark the card as ineligible for the surcharge and display a message in the field that says "Ineligible".
      • Surcharging Limitation: The system will prevent the surcharge from being applied to debit cards since surcharging cannot be processed with them. The system will not allow you to apply a surcharge to debit cards.
  3. Credit Card Handling:

    • If the card is recognized as a credit card, the system will allow the surcharge (if the checkbox is checked) and will update the total amount to reflect the surcharge percentage once the card is entered.

Transaction Receipt Generation:

  • Once the card is entered (whether debit or credit), and the transaction is processed, a transaction receipt will be automatically generated.
    • This receipt will include important details such as:
      • The transaction amount (with or without surcharge, depending on the card type).
      • Whether the surcharge was applied (if applicable).
      • The payment method (credit or debit card).
      • Transaction date and time.


 



 

 

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