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March 15, 2022
Question

How can I setup my invoices to have the customer pay any transaction fee?

  • March 15, 2022
  • 2 replies
  • 21 views
No text available

2 replies

QuickBooks Team
March 15, 2022

I'm delighted to see you here in the Community, @wjddesign.  I'll show you how to add a transaction fee to your QuickBooks Online invoices.

 

You can add the payment processing fee to your customers' invoices and charge them for it.

 

The payment can be paid with a service item. To do so, follow these steps:

 

  1. Select Products and Services from the Sales menu.
  2. Select Service after clicking on New.
  3. Enter the name of the service item you're providing. (An example of a credit card fee)
  4. Under the Income account drop-down, choose the account you'll use to track our processing fees.
  5. When you're finished, click Save and Close.

 

Whenever time you charge your clients a processing cost, include the created fee as an additional item on your invoice.

 

Check out this post to learn how to send customers reminders when their invoices are about to go past due.

 

Return if you have any further questions concerning your QBO sales transactions. Have a fantastic day!  

March 30, 2026

why doesn't QBO offer this option.  I do not know in advance if a customer wishes to pay online or send me a check.

 

Giving them the option to pay on line only if they wish to pay the associated QBO fees would be great.

QuickBooks Team
March 30, 2026

Hi there, RMC 78382. We’re always looking for ways to make QuickBooks better, and we greatly value feedback like yours. Providing your customers with flexible payment options is a fantastic idea.

 

Given your specific needs, I recommend sending this directly to our Product Development team. Click the Gear icon, select Feedback, and provide a brief summary of your suggestion, then hit Next to submit. Your input is essential in helping us prioritize new features.

 

Please let me know if there is anything else I can help you with!

Fiat Lux - ASIA
Level 14
March 16, 2022

@wjddesign 

QB Payment doesn't yet offer such option. Consider to have a 3rd party merchant service or payment processor to integrate with your QBO.