- From the Dashboard, click on the Invoices tab.
- Select a specific invoice number.
- Choose to either Process or Schedule the invoice.
Processing an Invoice:
- When the Surcharging box is checked, the chosen surcharge percentage will be displayed.
- The total will only be updated with the added surcharge once a credit card is entered.
When the Surcharging box is unchecked, you can add either a debit card or a credit card without adding any surcharge to the total.
- When entering the first 8 digits of the card number, the system will automatically identify whether it is a debit or credit card.
- If a debit card is entered and the Surcharging box is checked, the field will display "Ineligible" because surcharging cannot be applied to debit cards.
Once a valid card is entered, a transaction receipt will appear.
The Invoice Details will show the surcharge added as a line item.
Scheduling an Invoice:
- From the Dashboard, click on the Invoices tab.
- Select a specific invoice number.
- Choose to Schedule the invoice.
- When the Surcharging box is checked, the chosen surcharge percentage will be displayed.
- The total will only be updated with the added surcharge once a credit card is entered.
- When the Surcharging box is unchecked, you can add either a debit card or a credit card without adding any surcharge to the total.
- The system will recognize the first 8 digits of the card number to determine if it is a debit or credit card.
- If a debit card is entered and the Surcharging box is checked, the field will display "Ineligible" as surcharging cannot be processed with a debit card.
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