Overview:
Adding a Credit Card Percentage Fee will charge a set percentage to every transaction paid for with card.
- Part One: Credit Card Fees in the Point of Sale Module
- Part Two: Credit Card Fees in the Food & Beverage Module
- Part Three: Credit Card Fees in the Online Customer Portal
Disclaimer: The credit card fee will be applied to every transaction paid for with card, whether a debit or credit card.
**Please review your state and local laws to verify the legality of you charging a credit card fee on all credit card transactions.**
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
- Access to the Settings module.
Steps: Part One
Follow the below steps to set up a credit card percentage fee in the Sales module:
1. Go to the 'Settings' module.
2. Select the 'Sales' tab and stay in the 'Point of Sale' subtab.
3. Enter your Credit Card Fee.
4. Make sure to hit 'Save' when you're finished.
Steps: Part 2
Follow the below steps to set up a credit card percentage fee in the Food and Beverage module.
1. Go to the 'Settings' module
2. Select the Sales tab and the Food and Beverage subtab
3. Enter your Credit Card Fee
4. Make sure to hit 'Save' after you've entered your credit card fee
Steps: Part 3
Follow the below steps to set up a credit card percentage fee in the Online Customer Portal
Disclaimer: Prior to setting up a credit card fee in the online customer portal, a foreUP ACH account will need to be setup. This article outlines the steps to setting up a foreUP ACH account
1. Go to the 'Settings' module
2. Go to the Billing tab
3. Select "Enable credit card convenience fee" and enter a Fee Percentage, Dollar Amount, or Both. If you opt to enter both, the software will apply the fee based on the option selected in the "Whichever is" drop-down.
4. Make sure to hit 'Save' after the credit card fee has been entered
FAQ:
Q: How do I know if I am allowed to charge a credit card fee?
A: Please review your state and local laws to verify the legality of you charging a credit card fee on all credit card transactions.
Q: Why do I see a "Debit Card" button in the POS?
A: CC fees should only be applied to credit cards and not debit cards. Once a CC fee is added, course staff should make sure the card presented at checkout is either a credit card or debit card.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737