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How to Configure Surcharging

This document will show how to configure surcharging in Backoffice

 

Set up new tax type

  1.  Call it Surcharge 

 

Set up a new charge

  1. Group Tab
    1. Create new one and name it "Surcharge"
  2. Charge type tab
    1. Show screen shot of what it should look like
  3. Reporting group association tab
    1. You do NOT need to do anything with this tab, because this is a payment related charge it doesn't look at reporting groups. 
  4. Auto Charge Tab
    1. You do NOT need to set up an auto charge, because the charge is coming from the processor not Sail

 

Set up the Payment Terminal

  1. Check the box for Surcharging
  2. Put in the % (usually 3%)
  3. Assign the charge you just created above

 

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