This article explains how to set up surcharges for a payment type. Utilizing Surcharges in CivicPlus Recreation Management allows the agency to add a percentage and/or dollar amount to what they are charging the customer. This allows the agency to collect extra from the customer to offset payment gateway charges.
Important Notes:
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Creating a surcharge in Recreation Management will not result in a 100% recovery of payment gateway service fees. When charging a surcharge within Recreation Management for Debit/Credit/ACH payments, the cost of the item plus the surcharge is sent to your payment gateway as a grand total. The payment gateway calculates their transaction fee on top of this total.
For example, if a class registration is $100 and your agency has a surcharge of 2% the customer would pay a $2 surcharge for a total of $102.
In turn, the payment gateway would then charge their service fees (for example 2%) for a total of $102. In that case, the total payment gateway service charge that you, the agency, owe the payment gateway would be $2.04. This is not a complete recovery (loss of $0.04) but charging a convenience fee in Recreation Management will help to offset payment gateway service fees.
Instructions
Sign in to Recreation Management
Navigate to Configuration, then Financial Settings, and select Payment Types
Edit the payment type you wish to add a surcharge to
Adjust the surcharge settings
Surcharge ($): Add the dollar amount for surcharges
Surcharge (%): Enter a percentage for surcharges
Min. Surcharge: Enter a minimum dollar amount for surcharges
Applies Over: A surcharge is applied if the charge to the payment type is at least this amount
Surcharge GL (General Ledger) code: Select the GL cod for surcharges
Surcharge In-House: Applies an in-house surcharge
Surcharge Online: Applies an online surcharge
Click the Save Payment Type button
