How can I add the credit card fee, including the GST amount, to the total of the invoice?

ViosnaJACL
ViosnaJACL Member Posts: 2
edited December 2022 in Accounts Hosted

How can I add the credit card fee, including the GST amount, to the total of the invoice?

Thank you.

Andrew

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,189 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited December 2022

    Hi Andrew

    All Sales forms require Items - Create a Service (or Other Charge)-type Item for this called "CC FEE" or similar. Link it to an applicable Income account (You may need to set up a new one eg CC Fees) You can select the GST tax code to ensure it calculates that also & you can choose for it to calculate the fee itself as a % or a ($) amount.

    You then add this line to the invoice 😊

    NOTE: If you're using a %-based Item & your invoice has multiple lines, it calculates based on the preceding line amount ONLY. Therefore, you need to add the "Subtotal" line Item first:


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • ViosnaJACL
    ViosnaJACL Member Posts: 2

    Thank you so much.

    Andrew

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,189 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    You’re very welcome @ViosnaJACL ☺️

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)