Payment Surcharges

Overview

Surcharges are additional fees applied to specific payment methods when processing payments in the Pool Queue system. These surcharges can be set as a fixed amount, a percentage of the transaction, or both. Currently, this feature is available only with select payment processors.

Accessing Surcharge Settings

1. Navigate to Setup > Accounting.
2. Click on the Financial Integration tab.

Configuring Surcharges

Prerequisite: Only users with the roles "System Administrator" or "Accounting" can configure surcharges.

1. Scroll down to the Surcharge Settings section.

2. For each payment method (e.g., Credit Card, Pre-Authorized Debit in Canada), do the following:

   • Input the fixed surcharge amount in the designated currency (if applicable) in the Fixed Surcharge field.
   • Input the percentage surcharge (if applicable) in the % Surcharge field.
   • Select the appropriate Product & Service category from the dropdown. This will categorize the surcharge on the separate invoice.

3. After setting your desired surcharges, click the Apply command to save and apply your settings.

Billing of Surcharges

• When a surcharge is applied to a payment, it will be billed on a separate invoice. This invoice will contain a single line item reflecting the surcharge amount and will be categorized under the chosen "Product & Service".
• Importantly, the surcharge invoice will only be created if the original payment is successful. If the payment fails, no surcharge invoice will be generated.

Important Notes

• Always ensure you're compliant with local regulations when applying surcharges.
• Communicate any surcharge policies to your customers to maintain transparency and trust.