Payment fee

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Posted on by Theo Kersten

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Has anybody found a way to setup an automatic fee that can be added to a sales invoice for certain payment methods? For example in case a customer pays with credit card it automatically adds 3% to the invoice?

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Adam Shilton 460 on at

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Hi Theo,

I don't believe you can do this as standard. You can setup different payment method codes, but the system won't then calculate a fee based on the payment method. The only workaround I can suggested is that you add a charge to the order line but you'd still have to calculate the rate manually. Give me a shout if you want more info, maybe something we can help develop for you?

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3Dmerchant 295 on at

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Yes, this can be done with CenPOS MS Dynamics financial module in compliance with surcharge rules. Rules include surcharge as separate line item submitted to acquirer and on receipt; Merchants must notify card brands 30 days in advance among other items which are outlined here 3dmerchant.com/.../credit-card-surcharge-laws

Contact me for the module and further details. (I’m CenPOS Sales.)

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Theo Kersten 165 on at

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Great, thanks Christine.

I'm looking for your module in the apps for Dynamics 365 Business Central, but I don't see you in there.

Your website mentions a solution for AX, but not for Business Central.

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3Dmerchant 295 on at

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I usually only am in AX community so must have drifted, sorry :(. AX is available now and 365 is forthcoming. Our modules are available via CenPOS sales & Dynamics consultants so it will not be in apps for Business Central. To request to be a beta customer or learn more, PM me or call # in my profile.

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julietrose 9 on at

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Just checking to see if a solution has been developed for this yet.

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Robert B. 257 on at

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Hi Theo,

One way you can do this is with a custom extension where your Microsoft Partner can develop it for you.

Please let me know if you need any assistance with this.

It shouldn't be too much, as a specification you can ask them to do the following:

- add 2 new fields in the payment methods table/page with:

* the %value you'd like added to the invoice

* a GL Account to track these charges

- on before post sales document event of document type invoice, create a new line with the %value * total amount of the invoice. This can go to the GL Account selected on the Payment Method associated with the invoice.

Cheers,

Robert

Please verify my answer, if you find it useful, that way others can find this solution easier!

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3Dmerchant 295 on at

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No Business Central solution from me, but if you have a developer that wants to work on it, maybe I can help since I already D365 & AX modules that support it. It's not as simple as adding 2 fields. The surcharge fee must be submitted to the acquirer by the payment gateway as a separate line item.

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