You may want to pass on card processing charges to customers who wish to pay by credit or debit card. For any invoice, you can add a card payment charge as a percentage increase to the invoice total. In addition, for any customer, you can specify a default percentage charge to add to all new invoices created for that customer.
Adding a card payment fee to an existing invoice
Navigate to the invoice in question.
Click the edit/pencil icon at the top right to edit the invoice.
Enter the card fee as a percentage to add to the invoice and update:
Once the Invoice is updated, the invoice total will be re-calculated to reflect the card processing fee. Note that card fees do not include tax/VAT.
Specifying default card fees for a customer
If a customer always pays by card and you always charge a card payment fee, you can specify a default card fee percentage for all new invoices for that customer. To do so:
Navigate to Customer Relationships >> Customers.
Locate the customer
Click the edit button to edit the company details.
Enter a percentage amount into the "Default card fee percentage" field.
Scroll down and Click Update Customer.
