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MultiExcerptName | Feature Overview |
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Credit Card Fee Override allows applicable default surcharge rates in the system to be overriden for credit card payment of account invoices by nominated Roles and/or Users. This feature is available for version 4.17 and higher, and must be switched on and set up by CV Support. |
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When the feature is To assist set up by CV, you supply details about each Override, the following information for each Override should be supplied to CV Support: (i) the Role(s) and User(s) that will have access to the Override, and (ii) the override Override fee range: minimum and maximum fees (in %). |
Once Credit Card Fee Override has been set up, at the Pay Accounts page, an applicable user paying an invoice can enter a new percentage rate within a set range. The prerequisites for this feature are:
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When the Credit Card Override feature is switched onactive, in the Account Payment page will display if the User or their Role has been set up for an override and the user selects to pay by credit card.Below Pay Accounts page, an applicable user paying an invoice by credit card can override the default rate with one within the Override set range.
Here is a sample invoice with available payment options.
Notice if you select to pay by credit card and start to enter a credit card number, the surcharge field appears and a 'Charges' line is added in the invoice.
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Because Because the override is on, you can enter a fee (%) within the nominated range when the Override feature was set upOverride fee range. The extra charge will be calculated automatically and displayed in the 'Charges' line in the invoice.
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Related help
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max | 5 |
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spaces | KB |
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showSpace | false |
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sort | modified |
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reverse | true |
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type | page |
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cql | label in ("payment","surcharge","creditcard") and type = "page" and space = "KB" |
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labels | creditcard payment surcharge |
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Minimum Version Requirements |
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MultiExcerptName | Minimum Version Requirements |
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| 4.1701 |
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Prerequisites | |
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Self Configurable |
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MultiExcerptName | Self Configurable |
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| No |
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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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Ballpark Hours From CV (if opting for CV to complete self config component) |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| n/a |
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Ballpark Hours From CV (in addition to any self config required) |
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MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact CV Support |
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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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CMS Category |
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MultiExcerptName | CMS Category |
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| Settings → Settingsn/a |
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