Waiving a Credit Card Surcharge for a Specific Customer

Overview

This module shows how to manually waive a credit card surcharge for a specific booking in OpsDriver. This is useful in cases where you’re:

• Competing for a price-sensitive customer

• Working with a military or tax-exempt group

• Offering a special accommodation

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1. Background: How Credit Card Surcharges Work

If your account has a credit card surcharge enabled:

• Every credit card payment will automatically include a surcharge

• The surcharge appears on the checkout screen as part of the customer’s total

These settings are managed globally, but can be overridden at the booking level.

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2. When to Waive the Surcharge

Common scenarios for waiving include:

• Military bookings (where surcharge laws prohibit fees)

• Repeat or high-value customers

• Price matching against a competitor

• Internal discretion for customer service

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3. Waiving the Surcharge on a Booking

Step-by-Step Instructions:

1. Open the relevant Booking in OpsDriver

2. Go to the Checkout page

3. You’ll see the credit card surcharge amount calculated based on the current payment

4. To waive the surcharge:

   • Return to the main booking page

   • Scroll down to the Financial section

   • Click the checkbox or toggle labeled “Waive Credit Card Surcharge”

5. The surcharge line item will now be removed from the payment page for this booking

You can confirm the surcharge is waived by going back to the Checkout screen and verifying that the fee is no longer shown.

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4. What Happens After You Waive It

• The customer is no longer charged the surcharge for that booking

• You can proceed to record the credit card payment as usual

• The waiver only applies to this booking—it does not change your global settings

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Best Practices

• Document why you waived the surcharge using booking notes

• Use this tool selectively to protect margins

• Train your sales team to only waive surcharges with approval, if required by your company policy