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Overview


Multiexcerpt
MultiExcerptNameFeature Overview

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 feature is available for version 4.17 and higher, and must be switched on and set up by CV Support. 



Info
titleFor CV Set Up

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:

  • the system has an active default rate (0.01% or higher) applicable to the customer (see Payment Gateway and Credit Card Surcharges)
  • (?credit card payment is processed by a supported eWAY method), and

  • account payment by credit card has been enabled in 'Settings'.

    Expand
    titleTurn on 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.


When the Credit Card Override feature is active, in the Pay Accounts page, an applicable user paying an invoice by credit card can override the default rate with one within the Override set range. 


Here is a sample invoice with available payment options.

Sample Invoice

Notice if you select to pay by credit card and start to enter a credit card number, the surcharge field appears and 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. 


Account Payment by Credit Card 


Related Help

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


Additional Information


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MultiExcerptNameAdditional Info


Multiexcerpt
hiddentrue
MultiExcerptNameFeature Title

Credit Card Surcharge Override



Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements

4.1701


Prerequisites


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MultiExcerptNamePre reqs

--


Self Configurable


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MultiExcerptNameSelf Configurable

No


Business Function


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MultiExcerptNameBusiness Function

Payment Types


BPD Only?


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MultiExcerptNameBPD Only

No


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

Both


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


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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

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


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MultiExcerptNameThird Party Costs

n/a


CMS Category


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MultiExcerptNameCMS Category

n/a