Convenience Fees
Create convenience fees and auto apply them to invoices. Define which item to use in QuickBooks when a fee is enabled. Choose to apply it to Credit Card, ACH, or all transactions.
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Customize Convenience Fee Per Customer or Invoice
You can choose to Override Convenience Fees on an Invoice as well before you save it so for that particular transaction it doesn't apply them. The override is available in a Customer Account as well.
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Add Convenience Fees for Any Payment Automatically
Add convenience fees for Credit Cards, ACH or any invoice payment automatically when a payment is processed.
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Set convenience fee based on flat rate or percentage
For each Fee that you setup, you can define a Flat Dollar amount or Percentage and then Apply it to one of the options. Multiple Convenience Fees can be added and calculated simultaneously with one another.
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OTHER Charges and Credits FEATURES
Credit Memos and Unapplied Payments
Unused credit memos or unapplied payments can be used as a payment towards an existing invoice. Customers can also pay online using their credit memos and unapplied payments.
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Late Fees
Create late fees based on a percentage or a flat rate. Automatically apply them to past due invoices. Choose when to send overdue notices, define fees, and more.
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Term Discounts
Provide a discount to your customers if they fully pay off their Invoices within a set number of days after the Invoice date, which will appear as a Credit Memo in QuickBooks.
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