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
