Product Documentation
Product Documentation
Navigate to "System" in the Operations Portal.
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".
Search for "enableCreditCardFee". Set this up before customizing the company's setting. This setting enables the "dollarcreditcardfee" or "percentagecreditcardfee" settings to work.
Click the more details icon.
Set the Value to 1 to enable the setting.
Now, click the "Save" button.
Next, you need to navigate to "CRM" section.
Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.
Search for the company by typing in the company name or company code.
Click on the more details icon.
Click "Custom Fields" tab.
On the "Add a row" fields, fill in "percentageCreditCardFee" or "dollarCreditCardFee" under the Code column. It is important that you follow the code format.
Fill in the name field with "Percentage Credit Card Fee" or "Dollar Credit Card Fee".
You can type in the description as "Percentage convenience fee for credit card payment" or "Dollar convenience fee for credit card payment".
Enter "Payment" under the "Type" column.
For the Value Type, select "mediumValue" from the options.
Type in the fee - percentage amount or dollar amount that needs to be charged, then press "Enter" on your keyboard to add the setting.
Once configured, the surcharge percentage or the convenience fee dollar amount will be displayed when making a payment. This setting overrides the global setting for this company.
If desired, use the setting "disableCreditCardFeeForCheckoutAndCOD" to disable the "dollarcreditcardfee" or "percentagecreditcardfee" settings from creating fees for payments made through commerce checkout and payments by email link. Search for the "disableCreditCardFeeForCheckoutAndCOD" setting.
Click the more details icon.
Set the Value to 1 to enable the setting.
Click "Save".
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.
Click the more details icon.
Set the Value to 1 to enable the setting.
Click "Save".
