How to Configure Surcharging

This document will show how to configure surcharging in Backoffice

Inactivate NCA or OPF

• POS --> Settings --> Charges --> Auto Charges Tab
• Use the pencil to edit the old offset model (either, NCA or OPF)
• Uncheck the active and always apply checkboxes
• Click update
• That is all that needs to be done.
  • Do not delete or reuse the old tax type. It needs to stay for past reporting
    

    

    
    
    

Set up a new tax for Surcharging

• POS --> System Setup --> Taxes
  
• Create a tax type named "Surcharge"
  • Then on the Tax rates tab put in the same rate as their food or sales tax
  • Check the box for "Include in price" to make this an inclusive tax rate
    • This tax type can NOT be exclusive or it will leave a balance on the table because the tax will calculate after the payment is made

Set up a new Charge Type

• POS --> Settings --> Charges
• On the "Charge Groups" tab, add a new record and name it "Surcharge"
  • and check the box for "Include in Amount Due"

    

    
    
    
• Charge Types tab
  • Use the dropdown to find the charge group you just created above
  • Click Add new record
  • Here is how the charge should be configured
    

    

    
    
    
• Reporting group association tab
  • You do NOT need to do anything with this tab, because this is a payment related charge it doesn't look at reporting groups. 
    
    
• Auto Charge Tab
  • You do NOT need to set up an auto charge, because the charge is determined from the processor not Sail

Set up the Payment Terminal

• POS --> System Setup --> Devices --> Payment Terminals --> "Payment Processors" tab
  • Edit their processor that will be using surcharging
  • Check the box for "Surcharging Enabled"
  • Put in the surcharge %  -  (usually 3%)
  • Assign the Associated charge you just created above
  • Optionally you can assign a context filter
    

    

 

Add surcharge wording to the customer receipt

• POS --> System Setup --> Receipt Setup
• Click pencil next to "Customer Receipt - Footer"
• ***If there is NCA or OPF wording remove it
• Add this wording below in an appropriate place. (above the Thank you and date is ideal)
  • We apply a surcharge of 3% on the transaction amount for credit cards, which is not greater than our cost of acceptance. We do not surcharge debit cards.

 

 

Add surcharge wording to Online Ordering Page Message

• POS --> Online Ordering --> Site Configuration
• Click pencil next to site (if a location has more than 1 URL, you will need to do this for each URL)
• Click on the Page Messages tab
• Add this wording to either the Menu page or the Checkout Page
  • We apply a surcharge of 3% on the transaction amount for credit cards, which is not greater than our cost of acceptance. We do not surcharge debit cards.