Credit Card Fees
Post clear signage near the credit card terminal that meets the following criteria:
The charge must be disclosed prior to the charge, both at the point of entry into the merchant and the Point of Transaction.
1. Must have the exact amount or percentage of the surcharge
2. Must include a statement that the surcharge is being assessed by the merchant and is only applicable to credit transactions
Setup Required
For each shop, on the Location Setup (Setup / Company / Locations), choose the following settings
1. If you would like to charge a fee, enter the fee in the box. For example, for a 2% fee, enter 0.02.
2. Check "Charge Fees on Debit Cards" to charge fees on Debit, as well as Credit transactions. Debit cards will not be charged fees by default.
3. Enter the message you would like the customer to see on the Online Payment Portal
4. If you would like any users to be able to waive the credit card fees, grant them the Transaction Permission: Waive Credit Card Fees. The checkbox to Waive Card Fee will be hidden if the user does not have this permission.
5. Inform Nexsyis support which GL Financial Account you would like the Fee Income to be posted to. Note, the location that will be set will be the folder location of the AR Payment. If a CC payment includes Folders for more than one location (very rare), the 1st location in the distribution list will be used. If there is no folder (also rare) the location that the user is logged into will be used.
Card Transactions Payments
1. On the AR Payments screen, select "Card Transaction" radio button
2. Select the Payment date
3. Enter the Amount due
4. Click Save
5. Ask the customer whether they are paying by Credit Card or Debit Card and select the appropriate button. You will see the fee that they will be charged if paying by credit card
6. The customer should now run their card on the machine. You will see "Transaction in progress. Please wait..."
7. Once the payment is approved, it will post in Nexsyis on the A/R tab. Note: you will only see the amount posted to A/R (it will not show the fee).
8. If you open the payment, you will see the A/R amount and the Fee that was charged:
The receipt will show the fee:
Card Not Present Transactions
Since debit card payments cannot be taken over the phone, you cannot choose "Debit Card" when taking a Card Not Present Transaction, the Fee will always be applied unless waived.
Refunds
The Fee will automatically be included when refunding a CC Payment. If there was not a fee (i.e. the refund is for a debit card payment) then the user can check the "Waive Card Fee" checkbox
