All Collections
For Financial Admins
Organizational Billing
Billing: Apply Credit Card/ACH Transaction Fee/Surcharge Automatically
Billing: Apply Credit Card/ACH Transaction Fee/Surcharge Automatically
Julia S. avatar
Written by Julia S.
Updated over a week ago

Admin Level - Financial Admin Full Access

NOTE: Some organizations might not have this functionality.

Laws that govern this functionality differ from state to state. Learn more about credit or debit card surcharge state statutes.

To automatically apply the transaction fee and/or the percentage per transaction fee to each account during the monthly billing, follow the steps below:

  1. From the left navigation menu, click Business Tools > Billing Manager.

  2. From the upper right-hand corner, click Billing Setup.

  3. Click the General Settings tab.

  4. Under the Electronic Payment Transaction Organization's Management Fee section, check the box(es) for Credit Card Transaction Fee and Percent Per Transaction Fee and the ACH Transaction Fee and Percent Per Transaction Fee.

  5. Enter the Flat Fee, Percentage Fee, and the Charge Category.

  6. Click Save General Settings.

Did this answer your question?