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Overview
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Configure surcharges for credit card payments. |
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Surcharges (or discounts) can be set up for different online payment methods. You may wish to recoup the charges passed on to you by various credit card merchants, for example. Different charges can be applied to different payment types as you see fit. A common scenario might be 1.5% surcharge for Visa & Mastercard, and 3% for AMEX. |
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| title | Credit Card Surcharges and eWAY |
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If you are using the eWAY payment gateway and want to add credit card surcharges, your website must be using the Responsive Shared Page method. For assistance, consult Commerce Vision. |
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Step-by-step guide
To Configure a Surcharge (or Discount) For a Particular Payment Method:
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- Login as an Administrator.
- Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
- Click the 'Orders' tab.
- Click the 'Credit Cards'In the CMS, navigate to Settings → Settings.
- Select the Orders tab.
- Select the Credit Cards tab.
- Scroll to the 'Credit Card Charges / Discounts' section.
- Click 'New'.
- 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.
- Enter a charge 'Description' - this will appear as a note line for the chargeagainst the charge on the order confirmation page and email. I will also be the charge description on the sales order when it integrates to the ERP.
- Enter the 'Charge / Discount Percentage':
- To apply a charge, enter a positive percentage value.
- To apply a discount, enter a negative percentage value.
- Enter the 'Charge Type' - this is the ERP charge type applied to the sales order.
- Set the value for 'Select which type of payments the surcharge Applies To': applies to
- both orders and invoice payments.
- Orders - applies to orders only.
- Account Payments - applies to account payments only.
- 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.
- Set the value for 'Payment Method':
- Please Select - applies to all payment types
Nominate a payment type - applies to the selected payment type only Select the Payment Method this charge applies to. You can nominate a payment type (e.g. 'BPAY' or 'Credit Card - MasterCard'), or leave on Please Select to apply the surcharge to all payment types.
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- Click 'OK' to save.
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Additional Information
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| MultiExcerptName | Additional Info |
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| hidden | true |
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| MultiExcerptName | Feature Title |
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Payment Gateway and Credit Card Surcharges |
| Minimum Version Requirements |
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| MultiExcerptName | Minimum Version Requirements |
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| Prerequisites | |
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| Self Configurable |
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| MultiExcerptName | Self Configurable |
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| Yes |
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| Business Function |
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| MultiExcerptName | Business Function |
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| Payment Types |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| Both |
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| Third Party Costs |
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| MultiExcerptName | Third Party Costs |
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| n/a
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Related help
| Content by Label |
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified | showSpace | false |
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| reverse | true |
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| type | page |
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| cql | label = "credit-card" and type = "page" and space = "KB" |
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| labels | creditcard payment surcharge |
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