This article details the steps involved in setting up surcharges (or discounts) for different payment methods.
Step-by-step guide
To set up surcharges (or discounts) for different payment methods:
- Login as an Administrator.
- Go to the "Settings" Page
- Click on the "Orders" Tab
- Click on the "Credit Cards" Tab
- Navigate to the "Credit Card Charges / Discounts" Section
- Click on "New"
- Enter Marketing Flag as "%" to apply the surcharge to all customers;
- To charge this surcharge based on a specific marketing flag, enter that value
- Enter Description as the Description of the Charge - this will appear as a note line for the charge
- Enter the Charge of Discount as a Percentage
- 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
- Enter the Charge Type - this is the charge type against the sales order line
- Applies to
- Please Select - applies to both orders and invoice payments
- Orders - applies to orders only
- Account Payments - applies to account payments only
- Charge / Discount based on
- Order Total - the total order value including any discounts (from Promotion Codes) and charges (Freight Charge, Minimum Order Charge)
- Order Total Less Charges - the total order value only
- Payment Method
- Please Select - applies to all payment types
- Select an individual one - applies to the nominated payment type only
- Click "OK"
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