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.
For 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 Override: (i) the Role(s) and User(s) that will have access to the Override, and (ii) the minimum and maximum fee (%).
Switching on the Credit Card Override feature affects payment of an invoice in the Pay Account page if the user or their Role on login has been set up for an override and selects to pay by Visa or Mastercard. To enable payment of invoices by credit card, ensure this option is on.
- 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.
Below is a sample invoice with the available payment options.
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 .
Because the override is on, you can enter a fee (%) within the range when the Override feature was set up. The extra charge will be calculated and displayed in the 'Charges' line in the invoice.
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Additional Information
| Minimum Version Requirements |
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|---|---|
| Prerequisites |
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| Self Configurable |
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| Business Function |
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| BPD Only? |
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| B2B/B2C/Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Ballpark Hours From CV (in addition to any self config required) |
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| Third Party Costs |
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| CMS Category |
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