Objective
To add a credit card surcharge to sale
Setup
- Retail POS for Mac or PC
Steps
Create a surcharge product
- Navigate to Products -> Products
- Click Add Product
- Name the product Credit Card surcharge
- Select Standard Product
- Leave the Supply Price and Retail Price blank
- Click Add Product
- On the Edit Product page, select a Tax rate that meets your local taxation requirements for surcharges
- Refer to regulations by set out by your local governing body
- Tracking Inventory is optional; set as required (this will be set to on by default)
- Click Save
Add the surcharge to the sale
- Search for Credit Card surcharge in the search bar
- Alternatively you can add the product to your Quick Key to add the surcharge to a sale faster
- Add the surcharge product to the sale
- Manually calculate the surcharge value
- Change the price on the surcharge product to the calculated amount
- Complete sale
Additional Information
- As this is a product, it will affect reporting for measures including Average Spend, Avg. Items per Sale, Sale Count, etc.
- Creating a new product
- Information on quick keys