Title: Surcharge Override

KB Article number: 00xx

Date: 10/29/2024

Author: Wade Simmons - VP of Product

Opportunity Statement

As a merchant in Pay Portal, I can enable surcharging across my customers using the Feature -> Surcharging tab. This allows me to apply surcharging (up to 3%) to customer invoices paid with a credit card, helping me recoup my processing fees. While this process automatically verifies the zip code and country before applying, some customers are price-sensitive, so I prefer not to surcharge them.

New Feature: Surcharge Override

What it does: This feature allows me to turn off surcharging for specific customers whom I do not wish to surcharge.

Where to find it: Located on the Customer Details page (customers -> customer_name).

Results: When activated, this setting will make the selected customer account non-surchargeable. In the payment window, it will display as follows: