Overview
Surcharges (or discounts) an be set up for different online payment methods.
This article details the steps involved in setting up surcharges (or discounts) for different online payment methods.
Step-by-step guide
To Configure a Surcharge (or Discount) For a Particular Payment Method:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Settings' (/zSettings.aspx).
- Click the 'Orders' tab.
- Click 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 to charge only a particular customer group.
- Enter a charge 'Description' - this will appear as a note line for the charge.
- 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 'Applies To':
- Please Select - applies to both orders and invoice payments.
- Orders - applies to orders only.
- Account Payments - applies to account payments only.
- Set the value for 'Charge / Discount 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 (e.g. 'BPAY' or 'Credit Card - MasterCard')
- Click 'OK' to save.
Related articles
Additional Information
| Minimum Version Requirements | **.**.** |
|---|---|
| Prerequisites | -- |
| Self Configurable | Yes |
| Business Function | Marketing |
| BPD Only? | Yes |
| B2B/B2C/Both | Both |
| Ballpark Hours From CV (if opting for CV to complete self config component) | 1 |
| Ballpark Hours From CV (in addition to any self config required) | Contact CV Support |
| Third Party Costs | n/a |
| CMS Category | CMS Category |
