Applying a Credit Card Upcharge

Updated May 24, 2024

You can have EPASS automatically add an upcharge for credit card payments. When a credit card payment is added to the invoice, EPASS automatically calculates and adds the upcharge to the invoice total.

To use this feature, you will need to create a new Misc Charge for the upcharge and then activate the upcharge feature in your credit card Payment Type.

Before Starting

You will need security access to the Miscellaneous and Payment Type tables.

Click here for instructions

 

Create the Upcharge

  1. Go to Tools > System Maintenance.
  2. On the Tables tab, select Miscellaneous, and then click Open.
  3. At the bottom of the Miscellaneous Charge window, click Add.
  4. Fill in Code, Description and select a G/L Revenue account.
  1. Click OK, and then click Exit to close the Miscellaneous Charge window.

Activate the Upcharge

  1. Go to Tools > System Maintenance.
  2. On the Tables tab, select Payment Type, and then click Open.
  3. Select your credit card Payment Type, and then click Edit.

  1. Near the bottom of the Edit Payment Type window, select Add Credit Card Up Charge, enter the Percentage amount of the upcharge, and select the Misc code you created from the dropdown list.


Note: By default, EPASS will leave credit card upcharges on the invoice after a payment is refunded. If you want EPASS to refund the upcharge as well, select the Add a Negative Upcharge for Refunds checkbox. This will add a negative amount line equal to the upcharge. However, when you're refunding a payment that originally did not have an upcharge, we recommend that you delete the negative amount line that's added after processing the payment refund. (To delete it, select the negative upcharge line and then click Delete.)

Applying the Upcharge

When taking a payment and selecting the Payment Type with an upcharge, EPASS automatically includes the upcharge amount in the recalculated invoice total.

Example:

  1. Invoice total is $3,072.34

  1. The credit card Payment Type with upcharge is selected. EPASS automatically recalculates the Invoice total.

  1. Full payment of $3,179.87 is taken. EPASS automatically adds the upcharge Misc code and amount to the invoice.

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