Adding a Credit Card Processing Fee to WO to cover the business charge:
Posted: Tue Jun 15, 2021 1:30 pm
The following is a work around that must be setup and done prior to posting a work order to an invoice:
Typically, this is a request from a shop who want pass business charges for processing credit cards onto the customer by adding an upcharge for Credit Card payments, and applying a discount when paying by cash or check.
1) Create an Other Charge code to add 3.5% to Invoice Total
2) Create a Work Order Tag called "Cash / Check Discount"
3) Create an Other Charge Sales Rule to Exempt the 3.5% charge if the Work Order Tag " Cash / Check Discount" is used.
So the work order will automatically charge the 3.5%, but if the customer pays by Cash or Check the shop will need to click on the Work Order Tag and add the Cash / Check Discount tag which removes the upcharge.
Typically, this is a request from a shop who want pass business charges for processing credit cards onto the customer by adding an upcharge for Credit Card payments, and applying a discount when paying by cash or check.
1) Create an Other Charge code to add 3.5% to Invoice Total
2) Create a Work Order Tag called "Cash / Check Discount"
3) Create an Other Charge Sales Rule to Exempt the 3.5% charge if the Work Order Tag " Cash / Check Discount" is used.
So the work order will automatically charge the 3.5%, but if the customer pays by Cash or Check the shop will need to click on the Work Order Tag and add the Cash / Check Discount tag which removes the upcharge.