If you haven't set up your transaction surcharge yet, start with Setting Up and Applying a Transaction Surcharge.
Once it's set up, ISN adds the surcharge automatically when your client pays by credit card through your payment link. You can also add it to an order yourself while you enter the order. Do this when your client will pay by credit card some other way, such as over the phone, in ISN Mobile, or through a payment request.
Before you start
The Add Convenience Fee button only appears when the Transaction Surcharge is turned on for your office, and the fee you picked for the surcharge is on your order form's fees.
If your office is in Connecticut, Maine, Massachusetts or Puerto Rico, the button doesn't appear, because surcharging isn't allowed there.
Add the surcharge to an order
While entering or editing an order, scroll to the Fees section and fill in the order's other fees, coupons and tax first.
Click Add Convenience Fee, under the fee table.
A window shows the amount and the fee it will go in. Click Confirm.
The surcharge fee and the order total update. Save the order.
How the amount is worked out
Percentage surcharge: your percentage of the order total after coupons and tax.
Fixed surcharge: your fixed amount.
If you change a fee, coupon or tax after adding the surcharge, the button comes back as Update Convenience Fee. Click it to recalculate, then save the order. If you don't, the surcharge stays at the old amount.
Important
Only add it when your client is paying by credit card. A surcharge added on the order form is a fee on the order. ISN doesn't check the card type for it and doesn't take it off for a debit or prepaid card, even with CardPointe. Debit and prepaid cards may never be surcharged.
Your payment link won't add a second surcharge. Once the order already has a surcharge, the payment page doesn't add another one.
No surcharge note on the order. The order notes "Transaction surcharge of $X applied" and "Transaction surcharge not applied" are only added when ISN adds the surcharge automatically at payment. A surcharge you add on the order form appears in the order's fees instead.
To remove a surcharge you added, clear the surcharge fee and save the order.
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.