How to set up a Surcharge on a Payment

The following article explains how to create and attach a Payment Surcharge (such as a credit card processing fee) to a payment transaction code in the PMS.

Creating a Credit Card Surcharge Code

In order to attach a Credit Card Surcharge (or processing fee) to a Payment Transaction Code in the PMS, a transaction code for the Surcharge must first be created.

NOTE: For more information on setting up a transaction code, please see the article How to set up a Transaction Code in the System Configuration manual.

Creating a Credit Card Surcharge Code

Attaching the Credit Card Surcharge Code to the Payment

Under the Payment menu of the Transaction Code module, select the payment method to attach the Credit Card Surcharge to. Proceed to the Charge on Payments tab.

Attaching the Credit Card Surcharge Code to the Payment
  • Locate the Surcharge Code in the list on the right
  • Click Add to move it on to the Payment code

For Surcharges that fluctuate

There are 4 fields to fill in:

  • Amount - This the amount ($ or %) to be charged when the transaction is LESS than the amount entered into the AAA field
  • Amount 2 - This is the amount ($ or %) to be charged when the transaction is EQUAL or GREATER than the amount entered into the AAA field
  • AAA - This is the threshold where the amount to be charged on the transaction can be changed
  • Is Amnt. - When checked, the amounts in Amount and Amount 2 will be charged as flat $ Dollar Amounts. When left un-checked, the amounts in Amount and Amount 2 will be charged as % Percentage amounts (of the total transaction)

In the example below, there is a 2% surcharge on American Express payments less than $100.00, and a charge of 4% on charges equal to or greater than $100.00.  

The rule is stating that if the charge is less than $100.00 (AAA), charge Amount at 2%.

If the Charge is equal to or greater than $100.00 (AAA), charge Amount 2 at 4%.

For Surcharges that fluctuate

For Surcharges that do not fluctuate

If the Surcharge is a consistent price, and does not change after the transaction reaches a specific amount, then set the AAA amount to $1.00, and enter the same value into both AmountB, and Amount 2 fields.

In the example below, there is a 3.5% surcharge on American Express payments.  The surcharge is always 3.5%, no matter what amount the transaction is.  

The rule is stating that if the charge is less than $1.00 (AAA), charge Amount 3.5%.

If the Charge is equal to or greater than $1.00 (AAA), charge Amount 2 3.5%.

For Surcharges that do not fluctuate