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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

    Type
  • GroupPOS Tab-->
      Settings --> Charges
    1. CreateOn the "Charge Groups" tab, add a new onerecord and name it "Surcharge"
      • and check the box for "Include in Amount Due"

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  • Charge typeTypes tab
      • ShowUse screenthe shotdropdown ofto whatfind itthe charge group you just created above
      • Click Add new record
      • Here is how the charge should lookbe likeconfigured

        image.png



  • 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 coming from the processor not Sail

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    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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