Settings and activity
2 results found
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34 votes
Thanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up…
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Daniel Rubenstein
supported this idea
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1 vote
Thanks for sharing your idea here, Daniel. We don't have any plans for this atm, but we'll gauge the interest and keep you updated if any plans are made.
Daniel Rubenstein
shared this idea
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Our business pays for a lot of expenses for our clients (mostly on our credit card), it would be super beneficial if I was able to copy a credit card charge to a line item in a new or existing invoice. Could work in a way that there's a check box on the reconciliation posting "apply charge to invoice" and then if I checked the box, it would pull up the list of draft invoices or a feature to create a new draft invoice. It would save me hours of time going back through credit card charges trying to determine my business charges vs my reimbursable expenses on a clients behalf.