Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Overview

Credit Card Fee Override allows any default surcharge set in the system to be over-riden with a new % fee for payment of invoices by Roles or Users. The user can enter the actual percentage within a set range for each invoice at the Pay Accounts page. This feature must be switched on and set up by CV.  

Multiexcerpt
MultiExcerptNameFeature Overview
Info
titleFor Set Up

This feature is available for credit card payment of invoices for a user by Role or User. When the feature is set up by CV, you supply details about each Overrideversion 4.17 and higher, and must be switched on and set up by Commerce Vision. To assist set up, the following information for each Override should be supplied: (i) the Role(s) and User(s) that will have access to the Override, and (ii) the Override fee range: minimum and maximum fee rate in percentage (%.).    

...

Overview

Multiexcerpt
MultiExcerptNameFeature Overview

Credit Card

...

Fee Override allows default surcharge rates in the system to be bypassed for payment of account invoices by nominated Roles and/or Users. For example, an override can be set for the Accounts role and a discount on the credit card surcharge can be used for preferred Customers or to incentivise them to pay off outstanding invoices.  



Prerequisites

  • A default rate applicable to the user is active in the system (see Credit Card Surcharges

    Expand
    titleHow does the user know there is an active surcharge in the system?

    In the Accounts Payment page, any charges applicable to the user will be displayed.  

    Image Added


  • Account payment by credit card is enabled in 'Settings'

    Expand
    titleEnable credit card payment for accounts

    To enable payment of accounts by credit card:  

    1. In the CMS, navigate to Settings → Settings.

    2. Select the Orders tab.

    3. Select the Credit Cards tab.

    4. Set 'Allow Credit Card Payments (Moved to Setting Def)'  to Yes Both Order and Account Payment.

    5. Click Update.

Below is a sample invoice with the available payment options.

Sample InvoiceImage Removed

Notice if you start to enter a credit card number ('4...' for Visa, '5x...' for Mastercard etc), the surcharge field appears and a 'Charges' line is added in the invoice .

Account Payment by Credit CardImage Removed 

...


Process

When the Credit Card Override feature is active, in the Pay Accounts page, a valid user can override the default rate with one that is within the set Override range. 

Image Added

The user will notice that there is a 'Charges' line in the invoice.  

Content by Label
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("payment","surcharge","creditcard") and type = "page" and space = "KB"
labelscreditcard payment surcharge

The amount charged is recalculated automatically if a new rate is applied.

Image Added 


Additional Information

Multiexcerpt
MultiExcerptNameAdditional Info
--


Multiexcerpt
hiddentrue
MultiExcerptNameFeature Title

Credit Card Surcharge Override

...

Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements

4.17, 4.170123


Prerequisites


Multiexcerpt
MultiExcerptNamePre reqs

--Must be set up by Commerce Vision.


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

No


Business Function


Multiexcerpt
MultiExcerptNameBusiness Function

Payment Types


BPD Only?


Multiexcerpt
MultiExcerptNameBPD Only

No


B2B/B2C/Both


Multiexcerpt
MultiExcerptNameB2B/B2C/Both

Both


Ballpark Hours From CV (if opting for CV to complete self config component)Third Party Costs


Multiexcerpt
MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)Third Party Costs

n/a

Ballpark Hours From CV (in addition to any self config required)
Multiexcerpt
MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support

Third Party Costs
Multiexcerpt
MultiExcerptNameThird Party Costs

n/a

CMS Category Multiexcerpt
MultiExcerptNameCMS Category
Settings → Settings



Related help

Content by Label
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("payment","surcharge","creditcard") and label = "accounts" and type = "page" and space = "KB"
labelscreditcard payment surcharge


Excerpt
hiddentrue

Allows  default surcharge rates in the system to be bypassed for payment of account invoices.