Pass Processing Charges Or Additional Fees to the Customer

What’s New?

• A new Processing Charge setting is now available under Payments Settings.
• Businesses can enable or disable the option to pass any additional fees to customers.
• Businesses can define the fee percentage and select a custom label for how this fee appears to customers.
• Businesses can apply this fee selectively to Invoices, Funnels, Payment Links, Forms, and Surveys using checkboxes.
• The fee is calculated on (Subtotal – Discounts + Taxes), representing the actual transaction amount.

• See the fee as a distinct line item during checkout or payment (in the case of Invoices) and on Transaction Receipts.
• View the fee in Transactions & Orders export with the label name under ‘Processing Charge Name’ and the value/amount under ‘Processing Charge Amount.’

• Invoices already sent or orders already placed remain unaffected by setting changes.
• Disabling the feature does not retroactively remove fees from existing invoices or orders unless those records are editable.
• This feature will be available for PayPal and Custom Payment Providers only on the Invoices checkout.
• This charge will not apply to Invoices paid via the mobile app; that feature is coming soon.

How to Access the Feature?

• Configuration –

  Payments > Settings > Miscellaneous Charges > Processing Charges

• Available on Checkouts –

  Funnels, Forms, Surveys, Payment Links, Invoices & Estimates

What’s Next?

• Add support for additional channels for processing charges (Ecommerce, Mobile POS, Calendars, etc.).
• Future support for channel-specific processing fees (different fees on Funnels versus Invoices, etc.).
• Future support for payment provider-specific processing fees (different fees on Stripe versus PayPal versus NMI, etc.).
• Enhanced reporting and filters for fees collected via this setting.

Help Document Link: