How to add a credit card fee to an invoice?

Problem

You want to add a credit card fee to the customer's invoice.

Solution

Create a fee in Pricebook under Discounts & Fees. Add this fee to the customer's invoice.

Create a fee in Pricebook

1. Go to the navigation bar and click Pricebook.

2. In the side menu, click Discounts & Fees.
   Note: Account configuration is required to use Discounts & Fees feature. Please reach out to your Customer Success Manager (CSM) for details.

3. In Discounts & Fees, click Add Discount or Fee.

4. In the Add a Discount or Fee screen, select Fee from the Type field.

5. Set up the fee with the following details:        

   1. Name: Credit Card Fee

   2. Add a percentage or fixed amount.

   3. Description: Fee for credit card payments

   4. When finished, click Save. 

6. Open the specific customer's invoice.

7. Click Add a discount or fee. 

8. Click Save. Now, the credit card fee is added to the invoice.

Tip: If you want to automatically charge for credit card fees, assign a default service for each job type to remind you to charge the fee manually. For more, see Add default services for job types.