Setting Up Technology Fees

You can cover the cost of processing invoices by charging technology fees to your customers.

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Table of Contents

To Configure Technology Fees Notes about Technology Fees To Update for All Existing Customers To Update for Specific Customers

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

This image shows the Technology Fees Configuration settings. Here's a breakdown of the options: - Enable Technology Fees: "Yes" or "No" - Mode: Surcharging or Dual Pricing - Amount: Currently listed at 3%, which is the max allowable - Type: Add as Sales Receipts is selected - Account Name: Technology_Fees_BG. - Item Name: Tech Fee. Warnings and notes indicate the importance of checking regulations with merchant services and note that technology fees are not added to invoices on payment plans.

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.

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