Set Up Surcharge Convenience Fees - Enabling Dollar or Percentage Amount (Company)

1. Click "CRM"

   Navigate to "CRM".

   

2. Click "Companies"

   Then, click "Companies".

   

3. Search for the company

   Search for the company by typing in the company name or company code.

   

4. Go to company details screen

   Click on the more details icon.

   

5. Click "Custom Fields" tab

   Click "Custom Fields" tab.

   

6. Fill in the code field with either "percentageCreditCardFee" or "dollarCreditCardFee"

   On the "Add a row" fields, fill in "percentageCreditCardFee" or "dollarCreditCardFee" under the Code column. It is important that you follow the code format.

   

7. Fill in the name field with either "Percentage Credit Card Fee" or "Dollar Credit Card Fee"

   Fill in the name field with "Percentage Credit Card Fee" or "Dollar Credit Card Fee".

   

8. Type "Percentage convenience fee for credit card payment" or "Dollar convenience fee for credit card payment" in the description

   You can type in the description as "Percentage convenience fee for credit card payment" or "Dollar convenience fee for credit card payment".

   

9. Enter "PAYMENT" as Type

   Enter "PAYMENT" under the "Type" column.

   

10. Select "mediumValue" as the Value Type

    For the Value Type, select "mediumValue" from the options.

    

11. Type in the amount then hit "Enter"

    Type in the fee - percentage amount or dollar amount that needs to be charged, then press "Enter" on your keyboard to add the setting.

    

12. The convenience fee will now be displayed for the customer's card payment method

    Once configured, the percentage or the dollar amount will be displayed when making a payment. This setting overrides the global setting for this company.