Adding A 3 Credit Card Fee (Not Using Windriver)

Task/Problem Overview

The article will go over the process of adding a 3% credit card fee to your orders when customers are paying by credit card, and you are not currently using our WindRiver Integration.

Create your CC Surcharge General Ledger

First, you will need to make sure you have a General Ledger account created for your CC Surcharge item that you will be creating next.

Go to Accounting > Accounting Manager > General Ledger

Select ‘Account’ > ‘New Ledger Account’

Enter the Ledger Name ‘Credit Card Processing Fees Collected’

• Type - Revenue

• SubType - Income

• If you want you put this under a Parent Ledger you can also assign this as well.

Before you begin you will need to create a MISC charge for your credit card fee. This will allow the fee to appear in your templates within your order totals at the bottom.

• Go to Inventory > Inventory Manager and select ‘Item Manager’

  

• When the Inventory Lookup screen appears select ‘New’

  

• This will open the Inventory Creation Wizard.

  

• Select ‘Next to begin’

• Choose the Inventory Type ‘Misc Charge’

  

• Next, name the Part Number

  

• On the next screen, under the Revenue Account, select the General Ledger account you just created in the first step.

  

• In addition, you will also uncheck the ‘Sales Taxable’ field.

• Once the finish button appears you can select it to create your item and exit the Inventory Creation Wizard.

  

Entering the CC Surcharge onto an Order

Now that you have created the item, you can now add it to an order. Since you are running your credit card transaction outside of the Savance Software you will to the following process.

• While the order is still in a quote form, and you know that the customer is using a credit card you will enter the CCRD SURCHARGE item number at the end of the order.

  

• Before you convert the order you will run the order’s Grand Total in your credit card machine. When the receipt prints out, the credit card surcharge amount will be listed.

  

• Next, take that amount from the printed credit card receipt and place it in the ‘Net/Sell’ field of the CCRD Surcharge item line.

  

• Lastly, if the totals match, go ahead and convert the order.

• The MISC CCRD SURCHARGE amount will then appear within your receipt within the order totals.