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Payment Surcharge

Fees charged on a payment method, for example a card fee. The surcharge is calculated automatically when that method is used, for example in Other Income.

Menu: Data › Payment Surcharge

How to add a record​

Required permission
Data › Payment Surcharge › Create

  1. Open Data › Payment Surcharge.

  2. In the empty row at the bottom of the list, fill in:

    FieldWhat to enter
    NameA name for the surcharge.
    Payment MethodThe payment method it applies to.
    Amount 1 / Percentage 1 … Amount 3 / Percentage 3The fixed amounts and percentages that make up the fee.
    Enable in WebTick to apply it in the web system.

  3. Click ✔ at the end of the row to save it.

To change a record, edit it in the list and click ✔ (requires Data › Payment Surcharge › Update). To delete one, click 🗑 (requires Data › Payment Surcharge › Delete). You can't delete a record that's already in use.

To add many records at once, use Import in the toolbar (requires Data › Payment Surcharge › Import Excel).

How the surcharge is calculated​

When a payment uses a method with a surcharge (for example in a Collection), CIRMS starts from the amount paid and takes off, in this order: Amount 1, then Percentage 1 of what's left, then Amount 2, Percentage 2, Amount 3 and Percentage 3. The part taken off is the Charge Amount (the bank's fee); what's left is the Actual Amount you actually receive.

Example. A card surcharge with Amount 1 10.00 and Percentage 1 2%. A customer pays 10,000.00 by card: 10,000.00 − 10.00 = 9,990.00; 9,990.00 − 2% = 9,790.20. Charge Amount = 209.80 and Actual Amount = 9,790.20. The fee shows as Credit Payment Charge in the Income Statement.

See About Data for how these lists work.