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

Processing or Scheduling an Invoice:

1. Navigate to the Dashboard:

   • Go to the Customers Tab.

• Select a specific customer to access their Customer Profile. 

Under the Customer Profile:

• Locate the Invoices section.

Processing an Invoice:

• When the surcharging box is checked:

  • The system will show the chosen surcharge percentage.
  • The total will only adjust with the 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 a surcharge fee being applied to the total.

Card Recognition:

• When entering the first 8 digits of a card number, the system will automatically detect whether it is a debit or credit card.
• For debit cards:
  • The system will mark the field as ineligible if the surcharging box is checked.
  • Surcharging cannot be processed with a debit card.

Transaction Receipt:

• A receipt will appear after processing the payment.
• Invoice Details will show a line item for the surcharge added.

Invoice Details will show the Surcharging added line item

When the surcharging box is checked:

• The system will show the chosen surcharge percentage.
• The total will only adjust with the surcharge once a credit card is entered.

When the surcharging box is unchecked:

• You can add either a debit card or a credit card, and no surcharge will be added to the total.

Card Recognition:

• The system will recognize the card type based on the first 8 digits entered.
• For debit cards:
  • The field will be marked as ineligible if the surcharging box is checked.
  • Surcharging cannot be processed with a debit card.