Payment Processing Fee Setup

The Payment Processing Fee Setup window is where you configure the state specific rules for Payment Processing Fee Plan.

To access the setup screen, your menu path is "System\Preferences\ Payment Processing Setup\Fee Plans".

Payment Processing Fee Setup

If you exclude states from the list, they will be treated as no fee, so sent as $0.00.

State

Enter the state that this rule applies to.

WARNING: If you enter the same state multiple times, the system will use the first one in the list.

Fee Type

Select the option that best applies to you:

• Fixed Dollar: A flat dollar amount to be added to each payment.
• Percentage: A percentage of the payment amount to be added to each payment.
• Dynamic: Dynamic rules where you can define fees by State.

Fee Amount

This option only appears for Fee Type Fixed Dollar.

Enter the dollar amount for the fee.

Fee Percentage

This option only appears for Fee Type Percentage.

Enter the percentage of payment amount for the fee.

Apply Recur Fee To

This option only appears for Collect! managed fees.

Depending on your jurisdiction, some locations only allow fees on the first payment. Others allow fees on all payments.

Select the option that best applies to you:

• First Payment Only: A fee will only be added to the first payment in a recurring payment plan.
• All Payments: A fee will be added to all payments in the payment plan.

Lump sums are not considered payment plans, so if a lump sum is paid first, then a recurring plan with "First Payment Only" selected, then 2 fees will be added. If multiple payment plans are added with "First Payment Only" selected, the a fee will be added for each individual payment plan.