Help CenterConvenience Fees
RECUR360 allows you to add Convenience Fees to your Transactions. You can define what Item to use in QuickBooks when a Convenience Fee is enabled and you can also choose when to apply it: All Transactions, Credit Card Transactions, ACH Transactions. You can use a different Convenience Fee per Payment Type as well.
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- The first thing to do is create a Service Item in your QuickBooks that you want used for your Convenience Fee(s), assign it to the appropriate Revenue account in QuickBooks, then sync it into RECUR360.
- In RECUR360 go to Settings\Account and scroll down to the Convenience Fees Section:
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- For each Fee that you setup, you can define a Flat Dollar amount or Percentage and then Apply it to one of the options. Multiple Convenience Fees can be added and calculated simultaneously with one another.
Creating Invoice Look
When creating an Invoice, depending on the Apply To Variable, the calculated Convenience Fee will show at the bottom of the Invoice, or in the Customer Payment Portal depending how they select to pay open invoices.
Override on the Invoice
You can choose to Override Convenience Fees on an Invoice as well before you save it so for that particular transaction it doesn't apply them:
Override on the Customer
The override is available in a Customer Account as well:
Pay Online Link
When a customer goes to the Pay Online Link it looks like this if a Processing Fee is enabled:
