Credit Card Processing Fee |
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TRUX can automatically generate a credit card processing fee during Apply On Line Payments and credit card payments processed during Pay Now from Account Inquiry. Also see Related Tasks.
Setup Apply Credit Card Processing Fee
Follow the below steps prior to processing credit card fee's.
- Create an Adjustment Reason to be used to identify Credit Card Processing Fee's.
2. Create Credit Card Processing Fee parameters in Administration>Company Settings>Accounting
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- Select the Adjustment Reason to be applied to credit card processing fee's.
- Select the applicable G/L Account.
- Enter Fee Description and Rate percentage.
- Select apply to new customers to automatically apply the Credit Care Processing Fee setting when new customers are added.
Apply Online Payments with Credit Card Processing Fee
Credit Card Processing Fee's applicable to recurring charge type accounts will indicate the additional fee totals along with the estimated posting totals.
Pay Now from Account Inquiry
Single or Recurring Charge Type accounts paid through Pay Now in Account Inquiry will include the Credit Card Processing Fee when charged.
Following the credit card payment, the customer account inquiry will include an additional Adjustment line item amount referencing the Credit Card Processing Fee in the Invoice and Account Details.
Report on Credit Card Processing Fee's
The Adjustment Listing in report center can be used to report on the Credit Card Processing Fee adjustment type by date, customer and customer type by summary and detail.
- Select Start and End Date range.
- Select All or Range of Customers.
- Select Summary or Detail.
- Select Report Sort or Customer or Date.
- Select all or specific Customer Types.
- Select the Adjustment Type used for Credit Card Processing Fee.
How To Store Customer Credit Card On File