How do I Add a Credit Card Charge?

Summary

As of 18th January 2018 new legislation came into force preventing businesses from charging customers for paying by Credit or Debit card. Please make sure you are aware of, and comply with, legislation when considering whether to apply these charges.

Credit Card Charges can be added as a non-moving stock Code to an invoice.

More Information

Please check with HMRC to establish whether VAT should be included in the charge you make and set the Stock Code accordingly.

Creating the Stock Codes

Follow the the instructions in the Creating a Stock Item article to create a codes.

• Assign a suitable Stock Group to the item
• Ask your accounts department for a Sales Centre to assign to the Stock Code.
• Assign the appropriate VAT rate to the item.
• Click on the [Invoicing] tab.
• Set the "Update quantity?" flag to 'No'.

Adding the charge to a sale

When the sale is complete but before you take the payment, you will need to calculate the amount to charge. This should be added the the final invoice using the Stock Code you have created.

• Add the appropriate Credit Card Charge Stock Code to the invoice.
  • If you are in " Stock Control Point of Sale" the price you enter will be the total charge at the VAT Rate specified. The system will work out the VAT element of the charge for you.
  • If you are in any other invoicing option enter the price to charge on the "Unit Price" field and press <F2> to work out the Nett Unit price. VAT will be added at the appropriate rate.

See also

• Creating a stock item
• How do I Copy a Stock Code?
• How do I create a sales or purchase centre?
• How do I Create Non-Moving Items?

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Keywords AND Misspellings

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