Add Surcharge to Payment Methods

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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.

  1. Click the navigation menu > Location Setup > Items page

    1. Open the Category and Sub-Category to add the item (eg Miscellaneous)

    2. Click Procedure

    3. Enter the Item Code (eg CCS)

    4. Enter the Item Description (eg Credit Card Surcharge)

  2. Under the Financial Details tab place a tick in Use for Surcharge
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  3. Under the Other Details tab place a tick in Non-Treatment
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Setup Surcharge Fee

  1. Click the navigation menu > Location Setup > System Tables page

  2. System Table: Methods of Payment

  3. Find or add the payment type that requires the surcharge (eg Amex)

  4. Select the item created above from the Surcharge Item drop list

  5. Enter the surcharge percentage (eg 2.3%)
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Related Article Links:

Entering Payments with a Surcharge

Make Payment Method Surcharges Mandatory

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