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.
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 as an untracked item in Xero, that you can easily select and add as a line to your invoice, or
Edit the invoice to add the charge as a new line once the payment method has been confirmed with your customer
We know this doesn't automate and solve the idea if you're using another payment service at present, and to be upfront this isn't something we have development plans for right now, but we'll continue to keep eyes on the support here and communicate any advancements for this in the future.
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.
I agree that this one is overdue. It’s annoying that customers can’t easily see the exact fee they’re paying, and businesses don’t want that fee quietly eating into what they get paid.
Right now it’s a bit all over the place. Stripe can pass the fee on, but if you use something else you’re stuck adding it as a manual line or editing the invoice after. Easy to forget or get wrong.
The simple fix would be for Xero to show the fee the same way no matter which payment service you use.
One more thing from working in payments, a lot of this is really about the card fee itself. If a business also lets people pay by bank transfer or open banking, there’s often little or no fee to pass on anyway, so the problem kind of goes away for those payments.
Either way, showing the fee clearly across all methods would help a lot.
I agree that this one is overdue. It’s annoying that customers can’t easily see the exact fee they’re paying, and businesses don’t want that fee quietly eating into what they get paid.
Right now it’s a bit all over the place. Stripe can pass the fee on, but if you use something else you’re stuck adding it as a manual line or editing the invoice after. Easy to forget or get wrong.
The simple fix would be for Xero to show the fee the same way no matter which payment service you use.
One more thing from working in payments, a lot of this is really about the card fee itself. If a business also lets people pay by bank transfer or open banking, there’s often little or no fee to pass on anyway, so the problem kind of goes away for those payments.
Either way, showing the fee clearly across all methods would help a lot.