A surcharge can be added to specific payment methods to cover the cost of using the selected payment method, e.g. American Express and Diners Club.
During the Payment process if a payment method with a surcharge associated is selected, the system will ask if if the surcharge percentage is to be included.
This cannot be used for the EFTPOS e-payment payment method.
Setup Surcharge Item
This item will appear in Treatment details automatically if a patient chooses to pay via a method that incurs a fee.
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Click the navigation menu > Location Setup > Items page
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Open the Category and Sub-Category to add the item (eg Miscellaneous)
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Click Procedure
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Enter the Item Code (eg CCS)
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Enter the Item Description (eg Credit Card Surcharge)
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- Under the Financial Details tab place a tick in Use for Surcharge
- Under the Other Details tab place a tick in Non-Treatment
Setup Surcharge Fee
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Click the navigation menu > Location Setup > System Tables page
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System Table: Methods of Payment
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Find or add the payment type that requires the surcharge (eg Amex)
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Select the item created above from the Surcharge Item drop list
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Enter the surcharge percentage (eg 2.3%)
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