We have setup quickfile to add a surcharge to stripe and paypal. We have just realised that these additional funds are being credited to clients account as an over-payment.
This is not ideal as is meaning we are having to make loads of manual entries and their is no way to identify these charges. The surcharges should appear on the invoice and be auto accounted for.
Hi @MearTech
This is how card surcharges have always worked within QuickFile as this gives you the flexibility of handling them as you wish - e.g., add them to an existing invoice, or issuing a new one at the end of the month.
I’ll certainly pass on your comments to our development team.
You may find this guide useful, which explains about the charges.
This does not make any sense. You would not go to a shop and pay via card then get 1 receipt for sale and one for the card fees.
It causes an issue for our clients and their accounts as there invoice does not match the deducted amount. The Surcharges should be added to the invoice and be tagged as journal entry relating to card surcharges.
The relevant card fees paid to the payment gateway should have a relevant journal entry so we can easily identify P&L vs card fees.
However given the change in legislation this is probably not worth worrying about. I forgot this would apply here as well.
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