How to add surcharging by processing or scheduling an invoice through the invoice details?

Modified on Tue, Dec 10 at 4:13 PM


  • 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:

  1. From the Dashboard, click on the Invoices tab.
  2. Select a specific invoice number.
  3. 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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