How to Manually Add a Payment Fee

In order to charge a credit card fee on a proposal follow these steps:

1) On the accepted proposal, select Edit

2) Scroll and add a line item called Credit Card Fee

3) Calculate the credit card fee - in this example we are charging 3% of the 50% deposit. 

4) Select Save and next select add deposit.

5) Charge the customer the deposit - this should be the deposit amount + the 3% card fee.  In this example it is $1681.75+$50.45 to total $1732.20.  Hit save.

If the customer decides to pay by ACH or check you can remove the credit card fee by selecting Edit on the proposal, and then selecting the X next to the credit card fee line item prior to selecting save.