Credit Card Surcharges
Credit Card Surcharges
Overview
This module explains how to configure, apply, and manage credit card surcharges in OpsDriver. It ensures your business can account for processing fees while giving customers clear visibility into the total amount they’ll be charged.
1. What is a Credit Card Surcharge?
A credit card surcharge is an additional fee applied to transactions made by credit card. This helps offset payment processing costs but must be compliant with local laws.
⚠️ Important: Credit card surcharges are not legal in all jurisdictions. You are responsible for ensuring this feature is used in compliance with local regulations.
2. Setting Up Credit Card Surcharges
Step-by-Step Instructions:
Go to Account Settings under Company Setup.
Scroll down to the OpsDriver section.
Locate the field: Credit Card Surcharge Add-On Type.
Select your surcharge add-on from the dropdown.
Requirements:
The selected add-on must be a “Single Use Percentage” type.
If not, the system will prevent you from selecting it.
Upon selection, a jurisdictional compliance warning will appear—confirm to proceed.
3. How Surcharges Appear for Customers
Once enabled, surcharges are automatically calculated and displayed in various locations:
A. On the Customer Portal (Booking Payment)
Customers will see the surcharge amount alongside the balance due when making a payment.
B. On Invoices (Customer View)
When a customer clicks “Make Payment” on an invoice:
The surcharge appears in the total.
The payment processor will reflect this additional amount.
C. Admin Portal (Internal Payment Recording)
If staff record a credit card payment manually:
The surcharge is automatically calculated and displayed.
It is added to the payment amount and included in the record.
4. Best Practices
Use a clear, descriptive name for your surcharge add-on (e.g., “Credit Card Fee”).
Consider adding a note in customer documents or invoices that explains the fee.
Regularly review local regulations to ensure surcharge usage is compliant.
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