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We charge a processing fee for clients who pay by credit card. Right now, there is not a way to display on their invoice what this fee will be so they know the total to be charged. What I would need is a line item on the invoice just below "Total Amount to Pay" that would calculate the processing fee based on that line.
How often would you use this request?
Every invoice. |
With TimeSolvPay, you have the option to enable surcharging on your merchant account so that any processing fee is passed on to the client.
When paying invoices through the client portal, your clients will see the credit card surcharge separately, if they choose to pay via credit card.
If you decide to charge invoices within the TimeSolv web app, the client will receive a payment receipt clearly showing the surcharge amount.
If you are not already using TimeSolvPay for your payment processing, please setup a demo by clicking here.
You can use the Adjustment at the Invoice level. Edit a draft invoice, click on the Totals tab, enter the amount that will be charged as the process fee, change the Adjustment label to Credit Card Processing Fee