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

ViosnaJACL

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

Thank you.

Andrew

Zappy

Did you read the help files?

Create a charge item based on percentage and add it to the invoice

Kr

%

Acctd4

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:

Zappy

Great work Sharon

That's exactly where I was going

I guess I assumed a bit too much

Kr

ViosnaJACL

Thank you so much.

Andrew

Acctd4

You’re very welcome @ViosnaJACL ☺️