Thanks for all the responses.
@Wayne Schulz I did see this response on Sage City, but a 'click to pay' solution won't work for them. They need to have the amount pre-authorized on most orders. They currently use Paya and process everything in Sage 100. They won't ship parts until it's paid.
@Michelle Taylor @Kevin Moyes I originally told the client this could be an option, but they already use the discount field and it would still need to be calculated manually (unless by script, of course).
@Moira Goggin They use price levels extensively so managing this would difficult.
I don't think there's a solution that will please everyone since they have so many parts to their business and so many sources of invoicing; sales orders (parts, equipment, and job cost), service tickets direct to invoice (IIG), web sales (CIMCloud), and cash receipts (CIMCloud self-service).
We're still brainstorming, but it looks like our best bet might be a script on both sales order and invoices where it adds a line for a fixed percentage based only on line items (+ a smidge to cover tax and freight) and only for certain terms codes.
They asked what over companies do and I told them they usually build it into their prices, where customers may be turned off by a line item showing yet another fee. Or, they may decide to pay by check which adds more back-end overhead costs.
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Bill Pfahnl
Nims & Associates
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Original Message:
Sent: 10-22-2020 18:44
From: Kevin Moyes
Subject: Charging Credit Card Fees on Invoices
A negative header discount might work (assuming they don't already use header discounts). I believe this goes to a separate account, and already flows to transaction work tables.
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 10-22-2020 18:38
From: Moira Goggin
Subject: Charging Credit Card Fees on Invoices
Could you use Item Price Level maintenance to create a CC price and Cash Price? You wouldn't have to give up a field, such as discounting, the total price comes through for pre-auth on the CC and it's 'invisbile' to the customer. If a script was needed the trigger could be the terms code, i.e., paid by CC.
This would not separate the upcharge to a specific GL account, but still may be easier to maintain if the upcharge is a percentage of price.
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Moira Goggin
Chismet Consulting Corp.
Long Beach CA