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Status Needs more votes
Workspace SRM
Created by Amanda Craig
Created on Mar 7, 2024

Ability to auto charge credit card fees on all document types if customer is paying by credit card

We want to consider charging credit card fees and would like to see an automated function developed for this where we can set a percentage fee in the back end of the system and then tick a box at the final screen of reservations, contracts and invoices to auto add that charge to the booking. It could appear as a service in the services section or maybe somewhere else? At present the only way to do this is to create a service and then manually calculate the fee and manually add it in services which is too time consuming and at risk of miscalculation. We would also need to have a second box to tick that is called "recalculate credit card fee" - for if the order is changed (happens all the time).

How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save me minutes of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

I am trying to solve the loss of credit cards fees, real world money, and also have a way to save time if we want to recoup these charges by having a quick and easy function for charging out the credit card fee. I have said it would save "minutes of work" - this is per order that pays by credit card.

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