Adding a Credit Card Fee to Invoices in AGRIS

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

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. Open

         

      2. For detailed instructions on adding a new ledger account, see: Add New Ledger Account To Chart Of Accounts

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. Open

         

          

      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

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. 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.

   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.

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.

6. Complete the invoice as normal.

• The Credit Card Fee inventory item would have a price of $0.025

  • This will calculate $0.025 for every one of the quantity.

• The shovels cost $5.00 each and 5 are being invoiced, thus the invoice total is $25.00. The quantity on the Credit Card Fee item would be 25.00

• AGRIS will calculate the tax as 25.00 * 0.025 = 0.625 or 0.63 with rounding. Complete invoice as normal.