Admin Level - Financial Admin Full Access

This is available on a team by team basis. Please contact info@teamunify.com if you're interested in this feature.

Note: Laws that govern this functionality differ from state to state. Learn more about credit or debit card surcharge state statutes.

To automatically apply the transaction fee and/or the percentage per transaction fee to to each account during the monthly billing do the following.

  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Business Tools > Billing Setup.
  2. At the bottom below Setup Recurring Auto-Pay Processing Fees For Monthly Billing, enter in the amounts you decide upon into fields.
    1. Credit Card Transaction Fee and Percent Per Transaction Fee
    2. ACH Transaction Fee and Percent Per Transaction Fee
  3. Select the chart of accounts for both.
  4. Below Setup Account Processing Fees For OnDemand Electronic Payment, enter the same fees for credit cards.
  5. You can Credit CC Percent Transaction Fee Back To Account if CC Payment Fails by setting that to Yes. For instance if your percent transaction fee is $2.95 and the credit card transaction fee is $0.30, the system would create a credit invoice for the $2.95 in the account so they would have a zero charge. Your team would still incur the $0.30 transaction fee and the account would still be liable for this amount.
  6. Click Save Changes.

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See Also
Setup Billing - QuickStart Guide
Allow parents to make on demand credit card payments
Apply surcharge to account in the Online Registration module