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Step-by-step guide

To Configure a Surcharge (or Discount) For a Particular Payment Method:

1. Login as an Administrator.
2. Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
3. Click the 'Orders' tab.
4. Click the 'Credit Cards'In the CMS, navigate to Settings → Settings.
   
   
5. Select the Orders tab.
   
   
6. Select the Credit Cards tab.
   
   
7. Scroll to the 'Credit Card Charges / Discounts' section.
   
   
8. Click 'New'.
   
   
9. Enter a 'Marketing Flag': 
   • Use '%' to apply the surcharge to all customers, or
   • Enter a specific marketing flag from your ERP to charge only a particular customer group.
     
     
10. Enter a charge 'Description' - this will appear as a note line for against the charge on the order confirmation page and email. when the order integrates to the ERP.
    
    
11. Enter the 'Charge / Discount Percentage':
    • To apply a charge, enter a positive percentage value. 
    • To apply a discount, enter a negative percentage value.
      
      
12. Enter the 'Charge Type' - this is the ERP charge type applied to the sales order.
    
    
13. Set the value for 'Select which type of payments the surcharge Applies To':
    • Please Select -
    applies to
    • both orders and invoice payments.
    • Orders - applies to orders only.
    • Account Payments - applies to account payments only.
      
      
14. Set the value for 'Nominate which value the Charge / Discount is 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.
      
      
15. Set the value for 'Select the Payment Method' this charge applies to:
    • Please Select -
    applies to
    • all payment types
    • Nominate a payment type -
    applies to the selected payment type only (e.g. 'BPAY' or '
    • For example 'Credit Card - MasterCard'
    )
    • 
      
      
16. Click 'OK' to save.
    
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