How can I add the credit card fee, including the GST amount, to the total of the invoice?
Thank you.
Andrew
Did you read the help files?
Create a charge item based on percentage and add it to the invoice
Kr
%
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:
Great work Sharon
That's exactly where I was going
I guess I assumed a bit too much
Thank you so much.
You’re very welcome @ViosnaJACL ☺️
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