From the Dashboard click on the Invoices tab



Click on a specific invoice number


Choose to Process or Schedule the Invoice

Processing an Invoice:

When the box is checked it should show your chosen percentage

The total will only change with added surcharge once a credit card is put in

When the surcharging box is unchecked – you can add a debit card or a credit card and no surcharging fee will be added to the total

When entering the first 8 digits of a card the system will recognize it as debit or credit

If it is a debit card the field will state ineligible when the surcharging box is checked

Surcharging cannot be processed with a debit card

A transaction receipt will appear

Invoice Details will show the Surcharging added line item

Scheduling an Invoice:

When the box is checked it should show your chosen percentage

The total will only change with added surcharge once a credit card is put in

 

When the surcharging box is unchecked – you can add a debit card or a credit card and no surcharging fee will be added to the total

When entering the first 8 digits of a card the system will recognize it as debit or credit

If it is a debit card the field will state ineligible when the surcharging box is checked

Surcharging cannot be processed with a debit card