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Setting up Default Credit Card Fees for your Account

When taking offline credit card payments (when your client gives you their credit card number to put into your eftpos machine manually) you will need to calculate the credit card fee that the client will pay.

You may also charge different fees for different credit card types. This is where you will set up your default fees in iVvy. This means it will calculate the total automatically for you including fees and tell you how much to charge to the credit card.

Example: You have an invoice your customer is paying and they hand you a Visa. You tell iVvy that you are taking a payment with a Visa, and it will add your default Visa surcharge to the payment amount and tell you the total that you need to charge the client.

To setup default Credit Card Fees in your account:

  1. Navigate to the global section (settings cog)
  2. On the left hand menu click “Credit Card Surcharges”
  3. Click “Add”
  4. Select your first credit card type and type in the percentage that you charge for taking payments for that card type
  5. Click save
  6. Repeat until you have added all of the card types and their surcharge percentages into the system.

If all of your surcharges are the same, then you can just type the percentage in at the time of payment.

To see result of your setup.

  1. Edit a booking that you are taking the payment for
  2. Navigate to the statement tab
  3. Click on the invoice and click “Pay Invoice”
  4. Select “Other”. Other is the option to add a receipt into the system when you are adding a payment through an external machine.
  5. Select the “Method” dropdown and select credit card
  6. Select the type of credit card that the invoice is being paid with
  7. The fee will be auto filled and you will be given a total amount to charge the customer.
  8. Leave your screen open in iVvy, and go to your eftpos machine and charge them the total amount accordingly.
  9. Return to iVvy and add the receipt number your eftpos machine returns into the receipt field
  10. Click save to show that payment has been taken. 
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