How to Add a Credit Card Merchant Fee to an Invoice

This article explains how to manually add a credit card merchant fee to an invoice in Workshop Software. If you are using WorkshopPay, merchant fees can be charged automatically — please see the WorkshopPay guides for details.

Currently, the system cannot automatically add a percentage fee to the invoice. The workaround involves creating a product for the merchant fee and adding it to the invoice before processing.

Step 1: Create a Merchant Fee Product

1. Create a product for the merchant fee.
2. Ensure the Don’t Upd. Qty toggle is set to Yes.
3. Ensure the GST Free toggle is set to Yes.

Step 2: Add the Merchant Fee to the Invoice

1. When you are about to process the invoice, calculate how much merchant fee you want to charge.
2. Add the Merchant Fee product to the invoice.

3. Update the Unit Price to reflect the fee amount to be collected.

Step 3: Process the Invoice

1. Now you can process the invoice as normal. The merchant fee will be included in the invoice total.

Good to Know

• If you are using WorkshopPay, merchant fees can be applied automatically — you do not need to use this manual method.
• Set the merchant fee product as GST Free and Don’t Update Quantity to avoid affecting your stock levels and tax calculations.
• You will need to manually calculate the fee amount each time, as the system does not currently support automatic percentage-based fees.

Also Explore

• WorkshopPay — Integrated Payment Processing
• Blog: Workshop Pay — Online, Text or Email Payments
• Workshop University: What Is a Good Average Repair Order?
• Getting Started: Customer Workflow Guide