Overview
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Allow default surcharge rates in the system to be bypassed for payment of account invoices. |
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MultiExcerptName | Feature 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.
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This feature is available for version 4.17 and higher, and must be switched on and set up by CV SupportCommerce 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 (%.) |
Overview
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MultiExcerptName | Feature 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
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A default rate applicable to the user is active in the
customer system (
see 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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, andaccount |
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'.
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title | Turn on 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. Image RemovedThe amount charged is recalculated automatically if a new rate is applied.
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Additional Information
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MultiExcerptName | Additional Info |
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hidden | true |
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MultiExcerptName | Feature Title |
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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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MultiExcerptName | 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) | Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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n/a |
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 |
Third Party Costs |
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MultiExcerptName | Third Party Costs |
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| n/a
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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 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. |