How to Add Processing Fees to Invoices in EZtransition's EZMS Platform
How to Add Processing Fees to Invoices in EZMS
Adding a processing fee to your invoices or payments helps cover the transaction costs associated with payment processors like PayPal. This guide walks you through the simple steps to set up, customize, and apply these fees within your EZMS system.
Prerequisites
Before you begin, ensure that your payment processor (e.g., PayPal or another service) is already set up and integrated with your account [00:06].
Step-by-Step Guide
1. Access Your Settings Navigate to the main menu and click on Settings. From the options provided, select Miscellaneous Charges to access the fee configuration area [00:11].
2. Enable and Configure the Processing Fee
Enable the Feature: If the processing fee option is currently disabled, toggle it to "Enable" [00:18].
Name Your Charge: Type in a custom name for the fee (e.g., "Processing Fee," "Service Charge"). You can choose any name that fits your business [00:24].
Set the Percentage: Enter the specific charge percentage you wish to apply to the transaction [00:24].
3. Select Payment Types: Choose which payment types will incur this fee. You can select multiple types, but for this guide, we are focusing on Invoices and Estimates. Once you have made your selections, remember to Save your changes [00:29].
4. Verify on an Invoice. To ensure everything is working correctly:
Open a sample invoice.
Look at the bottom of the invoice details; you should see a new option to "Charge processing fee" (or the custom name you assigned) [00:40].
You can toggle or adjust this option directly on the invoice if needed [00:46].
What Your Customer Sees
It is important to note how this appears to your client:
