Finance Charge Plan - Credit Card Processing Fee

The following instructions are to add a finance change plan for your office to use as a credit card processing fee.

Instructions

1. Access Admin > Accounting > Finance Charge Plans.
2. Click the + icon.
3. In the Name field, input the fee name, e.g., Credit Card Processing fee. 
4. The Minimum Balance Due field should remain at zero for credit card processing. However, you can choose to change it.
5. In the Description field, input the description.
6. Complete the grid for the finance charge amounts.
   • Period #1:
     • Age (Days): Input "0" (zero).
     • Complete columns for Charge $ and Charge % as appropriate to your office policy.
       • Charge $: This field adds a flat rate to the balance.
       • Charge %: This field adds a percentage of the invoice balance. 
       • If the Charge $ and Charge % fields are completed, the system adds both a flat fee and a percentage to the invoice balance.
7. For Period #2 and Period #3, click the minus icon. 
   • Click 'Save.'
8. Log out and log in to see the changes associated to the setting.