How to automatically add credit card charges on invoices

In this module, you will learn how to add credit card charges on invoices automatically. Follow the simple
steps below to set-up and add credit card charges to your invoices.

Card charges are transaction charges that are charged to you by the bank for credit card transactions.

Step 1:

To get started you first have to enter the surcharge percentage in the customer masters.

Go to Masters - Customers - Select the customer - Click Edit - Scroll down to ‘Surcharge Percentage’ and
enter in the percentage you want to charge the customer - Click save.

Step 2:

While adding a booking make sure you select the bill to option as ‘Company (Credit Card)'

Step 3:

Once you have completed the first two steps, the card charges will be automatically added to the invoice
when it is generated.

Updated on: 15/09/2020