Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Blogs / gp2themax / GPTip42day - Using the Misc...

GPTip42day - Using the Miscellaneous field on SOP transactions to recapture Credit Card fees

Frank Hamelly | MVP, MCP, CSA Profile Picture Frank Hamelly | MVP... 46,532 Super User 2025 Season 1
Business case  - the user needed a way to invoice customer for fees the user incurred as a result of receiving a credit card payment from the customer, without including the fee as a line item on the invoice.

Solution - use the Miscellaneous field on the transaction (this works regardless of whether you're using Sales Order Transaction Entry, Invoice Entry, or Transaction Entry) to invoice the fee to the customer.

Sales>Sales Transaction Entry

* click on image to enlarge

In Posting Account Setup, Series = Sales, set the account on the Miscellaneous line to be a revenue account, or whatever account you find appropriate, so the distribution occurs automatically.


This was originally posted here.

Comments

*This post is locked for comments