Overview
Credit Card Fee Override allows any applicable default surcharge rate in the system to be overriden for payment of account invoices by a specific Role or User. This feature is available for version 4.17 and higher, and must be switched on and set up by CV Support.
Credit card fee Override is available for credit card payment of invoices by Role or User. An applicable user can enter the actual percentage rate within a set range for an invoice at the Pay Accounts page. This feature assumes that a default rate (0.01% or higher) is active in the system for the customer and (? credit card payment is processed by the appropriate eWay method.)
For Set Up
When the feature is set up by CV, you supply details about each Override: (i) the Role(s) and User(s) that will have access to the Override, and (ii) the override fee range: minimum and maximum fees (%).
Switching on the Credit Card Override feature affects the Account Payment page if the User or their Role has been set up for an override and the user selects to pay by credit card. To enable payment of invoices by credit card, ensure this option is turned on in 'Settings'.
- In the CMS, navigate to Settings → Settings.
- Select the Orders tab.
- Select the Credit Cards tab.
- Set 'Allow Credit Card Payments (Moved to Setting Def)' to Yes Both Order and Account Payment.
- Click Update.
Below is a sample invoice with available payment options.
Notice if you start to enter a credit card number, the surcharge field appears and a 'Charges' line is added in the invoice .
Because the override is on, you can enter a fee (%) within the nominated range when the Override feature was set up. The extra charge will be calculated automatically and displayed in the 'Charges' line in the invoice.
Related help
Additional Information
| Minimum Version Requirements |
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|---|---|
| Prerequisites |
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| Self Configurable |
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| Business Function |
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| BPD Only? |
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| B2B/B2C/Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Ballpark Hours From CV (in addition to any self config required) |
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| Third Party Costs |
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| CMS Category |
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