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July 19, 2025
Solved

Is there a way to automatically add a percentage to a clients invoices if they choose to pay them using a credit card?

  • July 19, 2025
  • 1 reply
  • 6 views

We recently added the option for clients to pay us using Credit Cards so they can accrue rewards with their CC company. But this of course costs 2.5% on the transaction. Is there a way to automatically add a percentage to any invoices paid paid for using a credit card?

Best answer by csenek

Thank you for your advice, GlinetteC! I appreciate it very much. Take care and thanks Sharon. 

1 reply

Level 9
July 19, 2025

You can add a percentage fee to invoices for credit card payments, but this feature can't be applied automatically, csenek.

 

You'll need to create a service item and manually add it to the invoice. Here's how to do it:

 

  1. Navigate to the Sales menu and choose Product & Service.
  2. Click on New, then select Service.

  3. Enter the name of your service item. (Example CC Fee)
  4. Select the account you'd use to track the processing fees.
  5. Click Save and Close.

 

Once done, add the credit card fee as a line item on the invoice.

 

Here's how:

 

  1. On the create invoice page, click Add line.
  2. From the Product or Service drop-down column, choose the charge convenience fee you created.
  3. Click Save and Close.

 

For step-by-step instructions, check this article: Charge a service fee to customers in QuickBooks Online.

 

Let us know if you have other questions by adding a comment, and we're always here to assist. 

csenekAuthorAnswer
July 20, 2025

Thank you for your advice, GlinetteC! I appreciate it very much. Take care and thanks Sharon. 

QuickBooks Team
July 20, 2025

You're most welcome, csenek.
 
We're glad to know that my colleague's advice helped guide you through the process of adding a percentage for credit card payments.

 

If you have additional questions about other QuickBooks-related tasks, you can add them below or create a new thread on the Community page.