Avaza doesn't add a surcharge for you. To pass the processing fee on to customers who pay online, add it to the invoice as a separate line, and explain in the notes that it only applies to card and online payments.

Check that surcharging is permitted where you trade. Your payment provider publishes its current fees on its own website.

Add the surcharge to the invoice

  1. Open the invoice, click Edit, then Add Row, and fill in a line for the surcharge, for example Online Payment Surcharge.

    Work out the amount from your provider's fee. For example, an invoice for $1,000.00 might get a $30.00 surcharge line, making $1,030.00.

  2. In the invoice notes, tell your customer how to pay: the full amount by card or other online payment, or the amount without the surcharge by bank transfer or cheque.

    For example: "Pay $1,030.00 by card or PayPal, or $1,000.00 by bank transfer or cheque."

  3. Click Save Invoice and send the invoice.

If you add surcharges often, create an inventory item called Online Payment Surcharge so the line is quick to add. You can also put the payment wording in your invoice template's Default Payment Instructions & Notes (on its General tab), so new invoices that use the template start with it in their notes. See invoice and estimate templates.

When your customer pays

  • Online, with Pay Now: the full amount, surcharge included, is charged, recorded and applied to the invoice automatically. The invoice is marked Paid.
  • By bank transfer or cheque: open the invoice, click Edit, delete the surcharge line and click Save Invoice. Then click Record Payment and record the amount you received. Remove the line before you record the payment, so the invoice closes at the right amount.

You can still edit an invoice after sending it, at any status except Void.

Customers can also pay part of an invoice online. If they do, the rest stays on the invoice, surcharge included, until you edit it.