How To Collect Processing Fees From Customers

Overview

You have a few ways to consider how you handle fees and passing them along to your customer. This article will break down each approach.

Setting It Up

There are two areas we will focus on to setup the fees. The most common way is by setting Line Item Fees, and we find most of our users do this. 

Line Item Fees are ideal if you’re required to collect sales tax or would like to pass along fees as line items on your checkout pages to your customers. Fees apply as a line items at checkout when turned on for an offering. For recurring offerings, fees will also apply to all future transactions.

Choose Organization Settings to create Line Item Fees.

Next, choose Line Item Fees.

Click on the yellow + Add Fee option to set up a new Line Item Fee.

Here, you will give it a title, set it if is a Percent of Flat Fee (we recommend Percent here since the transaction fee is always based on a percentage). Choose the amount, set a Billing Category, and be sure to check the toggle to Enable it.

Make sure it is enabled when creating your Program options on the Pricing page. 

You will see these as "Processing Fees" in the checkout flow, found in the "Payment Summary".