Setting Up Technology Fees
You can cover the cost of processing invoices by charging technology fees to your customers.
Table of Contents
To Configure Technology Fees
- From the dashboard, navigate to Add-Ons > Technology Fees.
- Switch Add Technology Fees to Yes in Settings to begin charging fees.
- Set the Fee Type (See note below)
- Set the Technology Fee Amount
Notes about Technology Fees
For Fee Type: It's recommended to use “Add as Sales Receipts” if an accounting software is connected
For Amount: Only Percentage is Available
For Account Name: This will only appear if an accounting software is connected. You can edit this name in your accounting software.
Once configured, you need to activate for selected or all customers - see below for details
To Update for All Existing Customers
- If you want to activate this setting for all existing customers navigate to Control Panel > Customer Defaults > General > Update individual settings for current customers.
- Select the setting name Charge Technology Fees
- Set the value Yes
- Click Set value to all customers
To Update for Specific Customers
- Navigate to Customers > Select the customer.
- Go to Advanced Options > Edit.
- Turn to toggle to Yes next to Charge Technology Fees. Then click Update Customer.