Want to add a surcharge, like a card fee or a public holiday loading, onto a client's sale? Here's how, using Advanced Discounting.
1. Turn on Advanced Discounting
Click your profile in the bottom left of the main menu and choose Settings. Search for discounting and switch on Enable Advanced Discounting, under Cash Register (POS). This adds a Discount button to POS, which can apply a discount or a surcharge to the whole sale.
2. Create a surcharge type
Go to Admin, then Lists. Open the Select Lists drop-down and choose Discount Types.
Click New and fill in the details on the right:
- Applied To: Whole Transaction, so it applies to the whole sale rather than one item.
- Name: something clear, like "Card Surcharge".
- Pick Dollar ($) or Percentage (%).
- Amount: type the number with a minus sign in front, like -3. The minus sign is what turns it into a surcharge instead of a discount.
Hit Save.
3. Apply it in POS
Add the client and their items to the sale as normal, then hit Discount. Pick your surcharge type from the list and it's added straight away, no separate Apply step needed.
The Discount button now shows the percentage or amount that's been applied, so you can see it's on before you take payment. Carry on to Receive Payment as normal.
No Advanced Discounting? Use a Surcharge service instead
If you'd rather not turn on Advanced Discounting, you can add a surcharge as its own service.
- Go to Admin, then Services.
- Pick a category, then click New.
- Name it something clear, like Surcharge. Enter the amount as the price, or leave it at $0 if it changes each time. Click Save.
- In POS, find Surcharge on the Services tab and click it to add it to the sale.
- If you left the price at $0, click the Surcharge line in the cart and enter the amount.
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