How to Set Up a Payment Type Surcharge

Step 1: Create a Surcharge

1. Access the Sundry Item Configuration:

   • Navigate to the Setup menu by clicking the Configuration option.
   • In the left-hand menu, locate and select Sundry Name.
   • Click on New to create a new item.

2. Define the Surcharge Details:

   • Name the sundry item (e.g., "AMEX Surcharge").
   • Optionally, add a description for reference.
   • Set the Sundry Type to Payment Type Surcharge.
   • Specify the surcharge amount:
     • Percentage (e.g., 1.9%) or
     • Fixed Amount (e.g., $2.00).
   • Click Save to finalize the setup.

Step 2: Associate the Surcharge with a Payment Type

1. Navigate to Payment Types:

   • In the Configuration menu, select Payment Types.
   • Choose the payment method you want to apply the surcharge to (e.g., AMEX).

2. Link the Surcharge:

   • Locate the Surcharge field on the right-hand side.
   • Select the previously created surcharge item from the dropdown.
   • Click Save, then Done.

Final Check: Verify the Setup

1. Go to the Point of Sale system.
2. Add a service or product to the transaction.
3. Select the appropriate payment type (e.g., AMEX).
4. Confirm that the surcharge is automatically added to the total.
5. Complete the sale as usual.

Key Takeaways

• Flexibility: Surcharges can be set as a percentage or a fixed amount to suit your business needs.
• Automation: Once configured, surcharges are applied automatically during transactions, ensuring accurate billing.
• Ease of Use: The process is quick and can be managed directly from the system's configuration settings.