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This article details the steps involved in setting up surcharges (or discounts) for different online payment methods.

Step-by-step guide

To set up surcharges Configure a Surcharge (or discounts) for different payment methodsDiscount) For a Particular Payment Method:

1. Login as an Administrator.
2. Go to the "Settings" Page
3. Click on the "Orders" Tab
4. Click on the "Credit Cards" Tab
5. Navigate to the "Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
6. Click the 'Orders' tab.
7. Click the 'Credit Cards' tab.
8. Scroll to the 'Credit Card Charges / Discounts" Section' section.
9. Click on "'New"'.
10. Enter a 'Marketing Flag as "%" ': 
    • Use '%' to apply the surcharge to all customers
    ; To charge this surcharge based on
    • , or
    • Enter a specific marketing flag
    , enter that value
    • to charge only a particular customer group.
11. Enter Description as the Description of the Charge a charge 'Description' - this will appear as a note line for the charge.
12. Enter the 'Charge of / Discount as a Percentage':
    1. To apply a charge, enter a positive amount which represents a percentage. A discount can be applied to the order is a negitiave percentage amount is entered here percentage value. 
    2. To apply a discount, enter a negative percentage value.
13. Enter the 'Charge Type' - this is the ERP charge type against applied to the sales order line.
14. Applies toSet the value for 'Applies To':
    1. Please Select - applies to both orders and invoice payments.
    2. Orders - applies to orders only.
    3. Account Payments - applies to account payments only.
15. Set the value for 'Charge / Discount based on':
    1. Order Total - the total order value including any discounts (from Promotion Codes) and charges (Freight Charge, Minimum Order Charge).
    2. Order Total Less Charges - the total order value only.
16. Set the value for 'Payment Method':
    1. Please Select - applies to all payment typesSelect an individual one
    2. Nominate a payment type - applies to the nominated selected payment type only (e.g. 'BPAY' or 'Credit Card - MasterCard')
17. Click "OK" 'OK' to save.

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