Operations AR - Set Up Surcharge Convenience Fees - Enabling Dollar or Percentage Amount (Global)

1. Click "System"

   Navigate to "System" in the Operations Portal.

   

2. Go to "Settings"

   Then, go to "Settings". In order to access and edit settings, you will need to be set up either as an "administrator" or a "superuser", or have the following roles: "settingEdit" and "settingView".

   

3. Search for "enableCreditCardFee"

   Search for "enableCreditCardFee". This setting enables the "dollarcreditcardfee" or "percentagecreditcardfee" settings to work.

   

4. Click the more details icon

   Click the more details icon.

   

5. Enter "1" in the "Value" field

   Set the Value to 1 to enable the setting.

   

6. Click "Save"

   Now, click the "Save" button.

   

7. Search for the "dollarcreditcardfee" or "percentagecreditcardfee"

   Go back to the "Settings" screen and search for the "dollarcreditcardfee" or "percentagecreditcardfee". Use "dollarcreditcardfee" to charge a flat-fee amount per payment and use "percentagecreditcardfee" to apply a percentage based surcharge per payment.

   

8. Click the more details icon

   Click on the more details icon.

   

9. Enter the preferred convenience fee

   Enter the value of your preferred convenience fee.

   

10. Click "Save"

    Then, click "Save".

    

11. Convenience fee will be displayed

    Once configured, the dollar or the percentage amount will be displayed for the customer's card payment method for all Kodaris payment options including commerce checkout, payment by email link, and customer portal payments.

    

12. To disable fees for commerce checkout and COD payment link transactions, search for "disableCreditCardFeeForCheckoutAndCOD"

    If desired, use the setting "disableCreditCardFeeForCheckoutAndCOD" to disable the "dollarcreditcardfee" or "percentagecreditcardfee" settings from creating fees for payments made through commerce checkout and payment by email link. Search for the "disableCreditCardFeeForCheckoutAndCOD" setting.

    

13. Click the more details icon

    Click the more details icon.

    

14. Enter "1" in the "Value" field

    Set the Value to 1 to enable the setting.

    

15. Click "Save"

    Click "Save".

    

16. To disable fees on open invoices made in the customer portal, search for "disableCreditCardFeeForOpenInvoices"

    If desired, use the setting "disableCreditCardFeeForOpenInvoices" to disable the "dollarcreditcardfee" or "percentagecreditcardfee" settings from creating fees for payments on Open Invoices initiated in the Customer Portal or the Operations Portal. Search for the "disableCreditCardFeeForOpenInvoices" setting.

    

17. Click the more details icon

    Click the more details icon.

    

18. Enter "1" in the "Value" field

    Set the Value to 1 to enable the setting.

    

19. Click "Save"

    Click "Save".