Versions Compared

Old Version 2

changes.mady.by.user Samantha Pykare

Saved on

compared with

New Version Current

changes.mady.by.user Samantha Pykare

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

How to add a credit card fee to item invoices in AGRIS

Info

There is not currently a direct way to add a credit card fee to invoices. Instead, a service item for Credit Card Fee needs setup that can then be invoiced.

...

  1. Setup a new ledger account for Credit Card Fees (if an account does not already exist to map the fee to)

    1. Go to LDG > Maintenance Options > Chart of Accounts > 1. Add New Ledger Account and create the new account

      1. image-20240627-151551.png

      2. For detailed instructions on adding a new ledger account, see: How to Add a New Ledger Account to To Chart of Of Accounts [Quick Tip]

  2. Setup a new product category for Credit Card Fees to be able to map the fees to the proper ledger account

    1. Go to INV > Setup Information > Inventory Setup Options > 3. Add / Edit Product Categories with the UOM as EACH

      1. image-20240627-151719.png

      2. For more detailed instructions, please see: Adding a New Product Category

  3. Map the new product category and new ledger account together

    1. Go to SJI > System Accounts > Accounts Receivable

      1. Choose the product category setup in step 2 then choose the SL transaction code and map to the ledger account created in step 1

      2. image-20240627-152458.png

  4. Add the Credit Card Fee service item to inventory in the new product category

    1. Go to INV > Inventory > Item Maintenance > 1. Add New Inventory Item

    2. image-20240627-152541.png

      i. Make sure the item is setup as a type 1. Service Item and in the new product category created

    3. On screen 2. Pricing Information, input Price Level 1 (Regular Price in this example, but this is a customizable title) as the percentage fee charged as a dollar amount. For example, if a 2.5% fee is being charged, input $0.025 as the Price Level 1.

      1. image-20240627-152850.png

    4. On screen 3. Inventory Balances, input the average cost as the percentage fee as a dollar amount, the same as the price. For example, if a 2.5% fee is being charged, input $0.025 as the average cost.

      1. image-20240627-152928.png

  5. Invoice as normal, then when charging the Credit Card Fee, add the Credit Card Fee line item with the quantity as the total invoice dollar amount and the price as the percentage fee charged.

    1. This allows the system to calculate the amount of the fee.

    2. image-20240627-153139.png

  6. Complete the invoice as normal.

Info

Example: A 2.5% credit card fee is being charged on an invoice for 5 shovels that cost $5.00 each

...