How to create a surcharge and add to payment method

Modified on Fri, 24 Oct at 8:56 AM

Use this feature to add a surcharge to a payment method.

On receipt of payment MiMembership will auto calculate the surcharge amount and create the surcharge invoice.

Step by Step Guide

Step 1 - Navigate the main menu to Configuration - Financials - Surcharges

Step 2 - Click the + Surcharge button

Step 3 - Enter the Surcharge details:

Enter a name for the surcharge
Select the Account the surcharge invoice will be created in (usually the subscription account)
Select the Tax Type
Select the GL Code (only required if GL integration is enabled)
Enter Initial Variation - this can be a $ value, percentage or combination of both
Save

Step 4 - Navigate the main menu to Configuration - Financials - Payment Methods

To create a new payment method complete the steps outlined in this link: Add a Payment Method

Step 5 - Select the Payment Method that is to have the surcharge added

Step 6 - In the Surcharge dropdown box, select the surcharge applicable and click save

The surcharge will automatically calculate and add to the payment total for any payments made using the payment method with the surcharge applied.

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