Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Multiexcerpt
MultiExcerptNameFeature Overview

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. 



Info
titleFor CV Set Up

 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:

...

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.

Sample Invoice

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.

Account Payment by Credit CardImage Removed 

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. 


Account Payment by Credit CardImage Added 


Related help

Content by Label
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("payment","surcharge","creditcard") and type = "page" and space = "KB"
labelscreditcard payment surcharge

...

Minimum Version Requirements


Multiexcerpt
MultiExcerptNameMinimum Version Requirements

4.1701


Prerequisites


Multiexcerpt
MultiExcerptNamePre reqs

--


Self Configurable


Multiexcerpt
MultiExcerptNameSelf Configurable

No


Business Function


Multiexcerpt
MultiExcerptNameBusiness Function

Payment Types


BPD Only?


Multiexcerpt
MultiExcerptNameBPD Only

No


B2B/B2C/Both


Multiexcerpt
MultiExcerptNameB2B/B2C/Both

Both


Ballpark Hours From CV (if opting for CV to complete self config component)


Multiexcerpt
MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

n/a


Ballpark Hours From CV (in addition to any self config required)


Multiexcerpt
MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support


Third Party Costs


Multiexcerpt
MultiExcerptNameThird Party Costs

n/a


CMS Category


Multiexcerpt
MultiExcerptNameCMS Category

Settings → Settingsn/a