How do I charge my customers credit card merchant fees / charges on sales invoices?

Important:

• Before charging credit card merchant fees to customers on sales invoices, you must seek guidance from your credit card company.

Steps:

1. In an existing sales invoice, create a new line item.
2. Enter a Description such as "Credit Card Merchant Fees".
3. Manually calculate the percentage amount type in the charge in the Amount column.
   • Click the Calculator icon​ to open the Windows calculator
     ​​​​​​​​​​​​​
   • Enter your subtotal amount multiplied by your prescribed merchant fee percentage in the calculator
     • $100 x 0.024 (2.4%) = $2.40
       
4. Select an appropriate Revenue account in the Account column.
   • Ensure that there’s no tax selected in the Tax column

Example:

If you would like to have Sage 50 automatically charge the percentage on gross in the future, leave feedback on our Ideas site for product improvement.