Adding Transaction Fees to Non E-Commerce Transactions

We have previously discussed adding transaction fees to E-Commerce, but you can also add them in the Employee Registers, Self-Service Kiosk, Event Portal, and Event Bookings. The fee will apply based on payment type. For example, if you want to charge a fee to cover credit card fees, you can have the fee only apply to credit card payments. Here’s how you can do it:

Note that we still need to set up the fee structure in the Ecommerce module, and then it can be applied to the Employee Registers, Self-Service Kiosk, Event Portal, and Event Bookings modules from here.

  1. First, go to the Ecommerce module, then click on the Setup tab, and then click on the Fee tab. Click on the Select Options menu and choose Add Fee.Add_Fee.png
  2. Next, provide the details of the fee, and in this example, we will set up a credit card transaction fee. Choose the Percentage option if you want to calculate a certain percentage of the sale for the fee or Flat Rate if you want to set it on a definite amount. Click Save when all the details are complete.Fee_Details.png
  3. Then, go back to the Ecommerce module and click on the Website tab. Click on the Select Options and choose Add Website. If you already have a website created for your web store, you'll want to create a different one solely for the purpose of charging fees on Employee Registers or Bookings, or both.  Add_Website.png
  4. Under General, provide the Website Name, and since we are using this for credit card transactions, we labeled it as “Credit Card Fee”. Enable the Include Website Transaction Fee option.Website_Name.png
  5. After that, choose the Fee Name you have setup previously which will be displayed on the drop-down list. Set the Fee Amount.Fee_Name.png
  6. You can choose to add a tax for the fee as well. Just enable the Charge Tax option and choose the appropriate tax options. In this example, we did not enable the tax for we already have taxes set up in the products.Tax.png
  7. Now, set up the Payment Types according to the payment you need to charge. Since this fee is only for Credit Card payments, we only add the Credit Card option. If you have a fee applicable to other payment types, be sure to enable them.Payment_Type.png
    • IMPORTANT NOTE: if you do not explicitly select Debit Card as a payment type on which fees will be charged, the following will happen:
      • Debit Cards will not appear as a separate payment type in the payment window (as shown in the screenshot on step 12 below).  Instead, the Credit-Sale payment type covers payments with both credit cards and debit cards.
      • Debit cards will be charged whatever fee you set for the Credit Card payment type (if you have one).  
    • If you do explicitly select Debit Card as a payment type on which fees will be charged, the following will happen:
      • Debit Cards will appear as a separate payment type in the payment window.  You must select the payment button that corresponds to the payment card type presented for payment.  Selecting credit-sale as the payment method when a debit card is presented will display an error and selecting debit card payment method when a credit card is presented will display an error.
      • Debit cards will be charged the specific fee you set to be charged for Debit Card payments.  Below is an example of how this scenario would be setup.
  8. The details below are not crucial but you can just copy them so that the system will let you proceed to the next page.Website_Details.png
  9. However, the crucial part is the Source. This will determine if the fee should work with Ecommerce, Cashier Register checkout, Event Portal checkout (online party bookings), Event Bookings checkout, Kiosk checkout, or all of them. Click Next to proceed to the next tab.
  10. On the Theme page, upload a logo and provide the Footer Title and Footer Content. Click Save to finalize the setup. Theme.png
  11. Finally, go back to the Administration module, click on Configuration, then Common Settings, and then Other Settings. Make sure to check the Enable Fees for non-eCommerce Transactions option.Enable-Fees.png
  12. To check, you should be able to see the transaction fee added on the payment screen on the Employees Register or Booking page.Payment_Screen.png

IMPORTANT NOTE: Transaction fees are not yet supported in the Guest Management module when selling memberships. 

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