Sale Fees

Sale fees are charges that are automatically added at checkout based on different criteria, such as which payment method the client is using.

You can use sale fees for:

• Credit card surcharges: Add a fee to the checkout if the client is paying with a credit card. Businesses may choose to do this to cover credit card processing fees or encourage clients to pay with cash (e.g. cash discounts).

• Eco fees & EHFs: Add a fee to the checkout to cover eco fees, environmental handling fees (EHF), and other sustainability costs.

• Sanitation fees: Add a fee to the checkout to cover sanitation costs. You can also limit sanitation fees to service sales only.

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Creating a sale fee

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To create a sale fee, you must be an Admin user.

Open the Settings app and select Payments & Checkout > Sale Fees.

Select Add sale fee.

Enter a name and optional description for the sale fee and select Save. The name will be displayed on client receipts. The description is internal only.

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Details tab

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In the Details tab, specify how the fee is calculated and applied.

• You can charge clients a fixed amount, or a percentage of the sales total.

• You can specify when the fee should be applied, such as only for sales using a specific payment method.

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Advanced tab

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In the Advanced tab, specify the locations where this fee should be applied and whether to charge tax on the fee amount.

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Completing a checkout with a sale fee

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To complete a checkout with a sale fee, begin the checkout as you normally would.

Select Go To Payments.

If the sale fee is not limited to a specific payment method, it may be automatically added to the checkout, depending on the sale fee’s settings.

If the sale fee is limited to a specific payment method, the sale fee details will be displayed if that payment method is selected.

If the sale fee applies to the client’s payment method, select Apply & charge to automatically apply the sale fee and update the amount to charge. You can also select Waive fee to waive the fee for this sale if needed.

Once the sale fee is applied, complete the checkout as you normally would. The sale fee name and amount will be included on the client’s receipt.