How can I add a credit card fee to a membership billing template?

Problem

You can't add a credit card fee to a membership invoice. This is because membership invoices require a specific process to include additional fees.

Solution

First, create a credit card task in your pricebook:

1. Go to the navigation bar and click Pricebook.

2. In the side panel, click Services.

3. Click Add Service.

4. Create the task and add the price for the task.

Then, add the task to the membership billing template so that it's automatically added to the invoice when the membership is sold and an invoice is automatically created:

1. Go to the navigation bar and click Settings > Invoicing > Membership Types.

2. Find the membership type you want to add the credit card task to and click Edit.

3. Select Billing then Billing Template.

4. Click Edit on the billing template.

5. Click Add Service.

6. Find the credit card task that you created in pricebook and select it.

7. Click Save to Membership Type.

8. Click Save & Next to add the credit card fee as a task for that membership each time it's sold.

Note: Changes to the membership type settings aren't retroactive. You will not see this change until a new membership is sold.