Credit Card Fees Guide

Note: Please consult regulations and laws that may apply to your state, county, or city when applying credit card surcharge fees. 

The first thing you’ll want to do is go into the invoice you want to add a credit card fee to. 

If we’re charging a 3.5% fee, this would be $55 (rounding). Then click one of the visits. In this example, it’s 95065. 
 
​Go to the Premiums tab and select "+ Add Premium" 
 

Then you will select “Credit Card Fees” as the Premium, the Quantity as the dollar amount you want the fee for, and a description, if any. Finally, click “Save”

Click the Regenerate button on the Invoice:

You will need to exit out of this invoice as it will be deleted and a new one generated with a new version number (I.e. 4136 – v1.0). When the new one is generated, go into it.

You will now see the Credit Card Fees applied:

Click “Mark as Sent” in the Invoice. Then click “Export” and select “AC Standard Export”. The PDF will display the Credit Card Fees as a line item: