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

To implement surcharging with Chargezoom, you would need to configure the surcharge settings within your Chargezoom account. Here’s are multiple ways to help you add surcharging to your invoices.

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

From the Dashboard:

• Go to the Customers Tab.

• Select a specific customer to open their Customer Profile.
• In the Customer Profile, under the Invoices section, choose to process or schedule the invoice.

Processing an Invoice:

• When the surcharging box is checked, the system will automatically 3% surcharging.

• The total will only be adjusted to reflect the added surcharge once a credit card is entered.

  • If the surcharging box is unchecked, you can add a credit card, and no surcharge will be applied to the total.

• When entering the first 8 digits of a card number, the system will automatically recognize:

  • If it’s a credit card and the surcharging box is checked, the field will display as ineligible, as surcharging cannot be processed with a debit card.

• A transaction receipt will appear once the payment is processed.

• The Invoice Details will show an additional line item for the Surcharging added.

Scheduling an Invoice:

When the box is checked it should show your chosen percentage

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

Payment Instructions:

• The total amount will only change if a surcharge is applied once a credit card is entered.

• When the surcharging option is unchecked, you can add either a debit card or a credit card, and no surcharge will be added to the total.

• Upon entering the first 8 digits of the card, the system will automatically identify whether it's a debit or credit card.

• If a debit card is entered and the surcharging box is checked, the system will display "Ineligible" as surcharging cannot be processed with a debit card.

• Please note, surcharging is only applicable to credit cards. Debit cards are not eligible for surcharge processing.