Surcharges
Surcharges can be used to automatically apply fees to Payment Requests after a specified period.
Setting up surcharges
To enable the surcharge, click the blue plus button at the top of the page, then click Settings, then System Setup.
Open the Surcharges page, then, to turn on the surcharges use the enabled checkbox. Please note - when used part payments will be disabled for all payment requests.
The surcharge can be set to a specific amount or a percentage of the bill total. Use the Surcharge Type drop down to choose an option, then fill the relevant box.
Use Days After Consultation to choose how long after the payment request has been sent that the surcharge should be applied.
Use Surcharge Description to choose the text that will appear on receipts for the surcharge.
Templates
Using the Template settings, the emails/SMS that are sent to customers can be changed to ones that notify customers of a surcharge.
The default templates provided by CityPay are:
default-invoice-surcharge
default-invoice-surcharge
default-statement-surcharge
default-invoice-surcharge-sms
default-statement-surcharge-sms
If your practice has custom templates setup that need updating to include surcharge details please contact CityPay directly: support@citypay.com
Reporting
Surcharges can be reported on using the following reports:
- Accounting
- Accounting - Consultant
- Accounting - Customer Revenue
- Payment Reconciliation - Combined
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