Credit Card Surcharge Reporting
Answered
If we turn on the credit card surcharge is there a place we can get a report on what we collent with this? I don't see anything in the filters where I can pick this as an option.
My accountant would like to not make this be part of our sales but a separate entry so I need to be able to pull it out somehow.
The same question
yes, you can do a filter for this type of fee and run a report as well
yes, you can do a filter for this type of fee and run a report as well
Greg I figured it out, you have to do a filter called Lead Fee Name as the field name. We were both probably trying to get too specific, this is another case of where something is called too many things. IO calls it a CC surcharge for us but on the actual invoices they are called Payment Convenience Fee. If you do Lead Fee Name contains Payment Convenience Fee hopefully that will work. I just tested it and it works great! Hope this helps you!
Greg I figured it out, you have to do a filter called Lead Fee Name as the field name. We were both probably trying to get too specific, this is another case of where something is called too many things. IO calls it a CC surcharge for us but on the actual invoices they are called Payment Convenience Fee. If you do Lead Fee Name contains Payment Convenience Fee hopefully that will work. I just tested it and it works great! Hope this helps you!
Try *feesprice*
Try *feesprice*
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