Adding Processing Charges or Additional Fees to Customer Payments

Introduction

Processing charges allow a business to pass on transaction-related costs (such as credit card fees, miscellaneous service fees, or convenience fees) directly to the end customer. These charges appear as a separate line item at checkout and are added to the final payable amount.

This article explains how to configure processing charges in your account and how they function within different payment flows.

What is a Processing Charge?

A processing charge is an additional fee applied to a customer’s transaction total to cover costs such as payment processing or miscellaneous service fees. This charge is visible to customers at checkout and reflected on their payment receipt.

The processing charge is applied on the amount calculated as:
(Subtotal - Discounts + Taxes) — which represents the actual amount processed through the payment provider.

Where Does This Fee Apply?

Processing charges can be applied to the following payment sources:

• Invoices

• Funnels

• Forms

• Surveys

• Payment Links

• Estimates

Note: While all payment providers are supported on Invoices & Estimates, other checkouts don't support this feature on PayPal and Custom Payment Providers.

Important Behaviour Guidelines

• Draft invoices reflect the processing charge only if edited after the feature is enabled.

• Invoices already sent or orders already placed before enabling this feature remain unaffected.

• Disabling the feature does not retroactively remove charges from existing invoices or orders unless those documents are still editable.

• Processing charges are displayed as a distinct line item during checkout and included in the final total shown to the customer.

• This charge will not apply on Invoices paid via mobile app, that feature is Coming Soon.

How to Configure a Processing Charge

Step 1: Access Payment Settings

1. Go to the platform dashboard.

2. Navigate to Payments > Settings.

3. Scroll down to the Miscellaneous Charges section.

4. Within this page, select the section for Processing Charges.

Step 2: Define the Processing Charge

1. Enable the Processing Charges toggle.

2. Enter the fee percentage to be applied (e.g., 2.5%).

3. Define a custom label/name for the fee (e.g., Convenience Fee, Processing Charge, etc.).

   • This label/name will appear on the customer’s checkout summary and receipt.

Step 3: Select Payment Sources to Apply the Charge

Use the available checkboxes to choose where the processing charge should apply:

• Invoices

• Funnels

• Payment Links

• Forms

• Surveys

• Estimates

Select one or multiple options as needed.

Step 4: Save the Settings

Click Save to confirm the configuration.
The processing charge will be applied automatically on the selected payment sources at checkout.

Viewing Processing Charges in Checkouts

• Invoices & Estimates - The processing charges are shown after the 'Pay' button is clicked for an Invoice. 

• Funnels, Forms, Payment Links - The charge is shown as part of the total amount.

Viewing Processing Charges in Reports

To track applied processing charges:

• Open the Transactions CSV or Orders CSV export.

• Review the columns:

  • Processing Charge Name

  • Processing Charge Amount

These fields provide details of any processing charges applied to individual transactions and orders.

Compliance Note

It is your responsibility to comply with applicable laws concerning surcharging, as it may be prohibited in certain jurisdictions.