How to Configure Surcharging

This document will show how to configure surcharging in Backoffice

 

Set up newa tax for Surcharging

• POS --> System Setup --> Taxes
  
• Create a tax type
  named "Surcharge"
  • Then Callon the Tax rates tab put in the same rate as their food or sales tax
  • and check the box for "Inclusive"
    • This tax type can NOT be exclusive or it Surchargewill leave a balance on the table because the tax will calculate after the payment is made

 

 

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