Credit Card surcharge charged to Customers

MariaD

Hi All. Was looking to see how others process the additional credit card surcharge processes to a customer account at time of payment/customer receipt?

I would like to put in the actual payment shown on my bank statement in the "Receive Payments" window. But he only option available to is "Leave the credit to be used later". Do others go in and create a new invoice against this customer for the purposes of this surcharge? Is it possible to put in a miscellaneous charge to the GL (compensating for GST) within the same "Customer Payment" window.

Would be preferred to be able to do the single transaction from the same window if possible.

Appreciate your feedback

Acctd4

You need to create an (Other Charge-type) Item for it & add this line to their original invoice.

If it’s a percentage, you can choose to create an Item for that percentage & it will calculate this automatically. NOTE: If you have multiple lines, you will need to Subtotal these first (There is a Subtotal-type Item that you can also create for this), as it calculates the percentage on the line directly above:

Kris_Williams

Further to Shaz’s instructions, if you’re on accrual basis you would have to enter a separate invoice I believe if the original was in a closed BAS period

Acctd4

I was assuming the question was referring to when a customer makes payment via EFTPOS/over the phone etc at the time, but yes, if made in the next BAS period, you would - in that case - need to invoice this separately.

GerryWinter

This has always been an issue as you normally have to modify the invoice (as long as its in the same BAS period), I dont have many that pay by CC so i just absorb the charges myself in the original invoice.

MariaD

Hi. Thank you for all your responses. Would anyone know if Reckon would introduce an enhancement to be able to add miscellaneous entries to the Customer Payments window including allowing for GST?

Acctd4

It’s unlikely because GST applies to the “sale” (form) itself & not on “payments”

Your scenario is very specific & is best handled as above - there isn’t really any purpose to having GST in the Receive Payments window as it wouldn’t be correct 😬