Adding Convenience Fees and Surcharges
When using Aaniie Payments with credit card payments you do have the ability to have a automatic Convenience Fee or Surcharge added to the invoice. In this option you can charge your client a percentage of their bill or a fixed dollar amount when taking their payment. ACH payments will not have this automatic ability, but you can add a manual fee to the invoice as well when you are enrolled in Aaniie payments.
Need to Know:
- You would need to be registered in Aaniie Payments for this option to be added on the invoice.
- In the site settings you would either have the option to select Convenience Fee or Surcharge. One or the other.
- This setting will apply to all clients when using a Credit Card for payment. ACH will not have the ability for a fee to be added automatically.
- You can add the fee manually in the client's Invoicing section as well.
Enabling Convenience Fees or Surcharges:
Access the site settings: Menu>Settings>Site Settings - Aaniie Payments section
1. Select Configure Convenience Fees and Surcharges.
2. Select the Fee Type and Amount. Read the disclosure below and sign.
3. Click Agree and Enable. You agency will now have that type of fee automatically charged to all credit card payments.
Applying fee when taking a credit card payment:
Access invoice when submitting a payment Menu>Accounting>Payer Invoicing
1. After generating an invoice. Select the credit card option under the actions section. This will prompt the payment box and you can select the credit card you are using for the payment.
Note: If you select ACH account if one is entered no automatic fee will be added to the invoice.
2. There you have the following options when submitting a payment: (see below)
-Choose the payment method (credit cards will only will have fee added).
-Option to waive the fee by clicking the Do not apply box.
-Process Payment
-Note about the type of fee that will be added when processing the payment.
3. Once the payment as been processed you will see the fee on the receipt of the invoice.
4. You will also see the fee in the invoicing section of the client's profile under that billing period. There you can edit or delete the fee.
NOTE: If deleted in the client's profile it will not delete or send the money back to client. You will have to issue a refund via Aaniie payments for that process or a credit on their next invoice.
5. You can also create a manually fee if you would like to charge them more or less than the fee that is in place. To do this you would waive or add on the automatic fee and then access the invoicing section and click the pencil/paper create fee option in Payment Fees section. Add the information you would like and Save. This fee then will show up on the invoice in that billing period.
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