You have the option to automatically apply processing fees for customers who pay with a credit card.
NOTE: surcharging is only to available those who process card transactions through Nuvei (not Paya who is owned by Nuvei).
Debit cards and ACH can't be surcharged.
Some states prohibit surcharging. In this case, no additional fees will be added.
Max surcharge amount is capped at 3%.
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Enabling Automatic Surcharging
To turn on Automatic Surcharging features:
Go to Settings
Scroll down to the Accept Credit Card and ACH Payments section
Turn on the toggle to "Add surcharge fees on credit card payments"
βIf this switch is not activated, surcharging will never occur.
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Creating a Payment with a Surcharge
When a customer or office staff initiates a credit card payment directly from any invoice in Pool Brain, the surcharge amount will be calculated and display based on the payment amount. The payment amount is always the invoice balance due amount by default but this can be edited.
If a credit card payment is made that includes a processing fee, the additional fee will be added to the invoice as a non taxable line item. Both customers and office staff can clearly see this.
On invoices where a processing fee line item exists, any percentage based discount on the invoice will be automatically converted to an equivalent flat rate discount to avoid discounting the processing fee.
For route customers that are set to auto-pay monthly via credit card, the upcoming invoice will automatically contain a non taxable line item for the processing fee. Don't remove this fee from the upcoming invoice unless you don't want to charge the processing fee to the customer for that month.