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Credit Card Fee Override allows default surcharge rates in the system to be overriden for credit card payment of account invoices by nominated Roles and/or Users. This |
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This feature is available for version 4.17 and higher, and must be switched on and set up by CV Support. |
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Commerce Vision. To assist set up, the following information for each Override should be supplied to CV Support: (i) the Role(s) and User(s) that will have access to the Override, and (ii) the Override fee range: minimum and maximum rate in percentage (%.) |
The prerequisites for this feature are:
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account payment by credit card has been enabled in 'Settings'.
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Overview
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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.
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Prerequisites
A default rate applicable to the user is active in the system (see Credit Card Surcharges)
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| title | How does the user know there is an active surcharge in the system? |
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In the Accounts Payment page, any charges applicable to the user will be displayed.  Image Added
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Account payment by credit card is enabled in 'Settings'
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| title | Enable credit card payment for accounts |
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To enable payment of accounts by credit card: - In the CMS, navigate to Settings → Settings.
- Select the Orders tab.
- Select the Credit Cards tab.
- Set 'Allow Credit Card Payments (Moved to Setting Def)' to Yes Both Order and Account Payment.
- Click Update.
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Process
When the Credit Card Override feature is active, in in the Pay Accounts page, an applicable user paying an invoice by credit card a valid user can override the default rate with one that is within the set Override set range.
Here is a sample invoice with available payment options.
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Notice if you select to pay by credit card and start to enter a credit card number, the surcharge field appears and a
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The user will notice that there is a 'Charges' line is added in the invoice. Because the override is on, you can enter a fee (%) within the Override fee range. The extra charge will be calculated automatically and displayed in the 'Charges' line in the invoice.
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Related Help
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ("payment","surcharge","creditcard") and type = "page" and space = "KB" |
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| labels | creditcard payment surcharge |
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The amount charged is recalculated automatically if a new rate is applied.
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Additional Information
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Credit Card Surcharge Override |
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| Minimum Version Requirements |
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| MultiExcerptName | Minimum Version Requirements |
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| 4.17, 4.170123 |
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| Prerequisites |
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| --Must be set up by Commerce Vision. |
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| Self Configurable |
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| MultiExcerptName | Self Configurable |
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| No |
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| Business Function |
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| Payment Types |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component)Third Party Costs |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component)Third Party Costs |
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| Ballpark Hours From CV (in addition to any self config required) | | Multiexcerpt |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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Contact CV Support |
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Related help
| Content by Label |
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ("payment","surcharge","creditcard") and label = "accounts" and type = "page" and space = "KB" |
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| labels | creditcard payment surcharge |
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| Excerpt |
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Allows default surcharge rates in the system to be bypassed for payment of account invoices. |