ANSWER ID:13157

You will need to find out from your Merchant if GST is applied to the surcharge. For the purposes of this support note, we are assuming that the surcharge from the Merchant is a GST-free transaction.

The quickest solution is to create a new item in the stock window. Check the option to make it a static quantity and fraction item. Set the Tax code to be what your Merchant has specified. When a credit card payment is going to be processed, add this item to the sale and change the selling price of the item to be the amount of the surcharge.

Before you begin

Take a backup of your shopfront by going to the File menu and choosing Backup. If you are prompted to close all open windows click OK and select the location to save your shopfront backup. For more detailed instructions see our support note Backup and restore a RetailManager Shopfront.

Task 1 - Creating an item to represent the surcharge

1. Go to the Information menu and choose Stock.
   
2. Enter the desired barcode for the new item, press Tab, then select the option to create the barcode.
   
3. Enter the Description as Credit Card Surcharge $0.02 per $1, or similar (as applicable).
   
4. Select the option Static Quantity and Fractional Quantities.
   
5. Set the item to have the 

   [Australia only]

   FRE

   [New Zealand only]

   N-T Tax-Code and a $0.02 sell price (as applicable). See our example below.
   

   [Australia only]

   

   [New Zealand only]

   
   Note: If you have multiple merchant fee rates, you can select the option Change Description at POS. This will allow you to change the description to the relevant charge when processing the sale, for example Credit Card Surcharge $0.04 per $1.
   
6. Click Commit.

You could also setup multiple surcharge items with the card type in the description, for example CCA AMEX Surcharge $0.03 per $1, code CCD Diners Surcharge $0.04 per $1. This will allow you to simply choose the appropriate surcharge item at the time of sale.

Task 2 - Process the sale and include the surcharge

1. Go to the Transaction menu and choose Sales.
   
2. Enter the Staff and Customer numbers.
   
3. Enter the item(s) being sold.
   
4. Add the applicable Surcharge Item (as created above).
   
5. For the Qty of the surcharge item, enter the total price of the item(s) being sold. In the example below, we are adding the 2% Credit Card Surcharge item to a sale with a total value of $899.00.
   

   [Australia only]

   

   [New Zealand only]

    
   Note: If you have selected the Change Description at POS when creating the surcharge item, the description can be changed at this stage if required, for example Credit Card Surcharge $0.04 per $1.
   
6. Specify the payment details then click Commit.