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How to Configure Surcharging

This document will show how to configure surcharging in Backoffice

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
    • and 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

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Set up a new Charge

  1. Group Tab
    1. Create new one and name it "Surcharge"

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  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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