How to Add Credit Card fee to sales order

Kinetic ERP
1

What is the best way to add a 3.5% Credit Card Fee to a sales order Automatically.

We have added a Misc Charge that applies 3.5% - however we have to “Remember” to add the misc charge.

Any suggestions welcome,
DaveO

2

Be sure to read your merchant services agreement.

Some will not allow you to add a credit card fee.
They will however allow you to offer a cash discount.

Policies change all the time, but it wouldn’t hurt to check.

3

I’d say a BPM that’d add the Misc charge if the orderhed.CreditCardOrder field is set to true.

4

Mr. @klincecum: Thank you - Yes i have heard that some states allow the charge and other states do not.

It is a shell game - because i can add a generic “Handling Fee” and get the same thing done.

DaveO

5

Mr. @Randy: The BPM was my first thought.

However, I have gone down that rabbit hole too many times only to find that there is a Customer Setting or Company setting that allows assessing a fee and then realizing i did not have to “BPM” it.
DaveO

6

As @klincecum says be careful with this. There are 101 rules to properly implement surcharging. We take very few CC orders so we chose to implement surcharging outside of Epicor.

https://usa.visa.com/dam/VCOM/download/merchants/surcharging-faq-by-merchants.pdf

https://usa.visa.com/content/dam/VCOM/global/support-legal/documents/merchant-surcharging-considerations-and-requirements.pdf

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7

I’m unaware of such a setting and we have a similar use-case and had to go the BPM route – ours is a particular product group for when customers order pipe >12 feet in length. With the rules @klincecum and @amurdock mentioned I highly suspect it doesn’t exist.

8

Mr. @amurdock : WOW thank you for the great links.

You have “scared me straight” on this one (sorry for the old expression).

I will discuss with the customer service and Accounting Folks.

DaveO

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9

No it’s more complicated than that. Processors have their own rules that you must abide by with various consequences up to including cancellation of your ability to process payments.

That being said, I have no earthly idea what any of the current ones have in their contracts at all.

Just a friendly reminder to check your agreements with your processor.

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10

Not just the Processors, there are differences in State laws across the United States as well…

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