How to automatically add a credit card surcharge on invoices

Card charges are transaction charges that are charged to you by the bank for credit card transactions. These charges can be passed on to the customer easily by following the steps below.

To get started, enter the surcharge percentage in the Customer Masters section.

Go to Masters - Customers - Click on a customer listing - Click on Edit in the top right corner - Scroll down to Surcharge Percentage and enter the percentage you want to charge the customer - Click on Save

While adding a booking, please ensure Company (Credit Card) is selected under the Bill To field in the booking form.

Once you have completed the steps above, the credit card surcharge will be automatically added to the invoice when it is generated.