Processing Fee

2 min read

Add a percentage and flat fee when clients pay online, and how it is worked out.

Add a processing fee when clients pay online, so card fees don’t come out of your pocket.

Overview

This guide covers the Processing fee card in Payment Settings.

Who Can Access

Agency Admin

Team members need Edit Payment Settings.

Step-by-Step Guide

  1. Turn it on

    In Settings → Payment Settings, turn on Add processing fee to online payments.

    Processing fee: percentage, flat fee, label, gateways and an example
  2. Set the fee

    Enter a Percentage (%) and a Flat fee. The defaults are 2.9% and 0.30.

  3. Name it

    Choose the Fee label on invoice: Processing fee, Service charge or Convenience fee.

  4. Pick the gateways

    Tick the gateways that add the fee, then click Save changes.

How It Is Worked Out

  • The percentage is taken from the amount before tax and after any discount, then the flat fee is added.
  • Bank transfer and paying from balance never add a fee.
  • The fee is shown to clients as its own line before they pay.

Frequently Asked Questions

Can I charge the fee on one gateway only?⌄
Yes. Tick only that gateway. At least one must be ticked.