How do I add a surcharge to a sale?

[Tammyfalcon]

This post has been edited by a moderator. Learn more about Square's fees in our Support Center.

How do I add the fee to the customers bill?

[mfjcreative]

I don't see a way to add this to my square app for in-person sales. I was able to add it on the site, but it's not showing on the app.

[Kassi_]

Welcome to the Community, @mfjcreative - 

When you're adding a surcharge for your in person transactions, you will set them up as a "Service Charge". Use this Support Article to get it set up. 

Give that a look and let me know if you have any questions. I am happy to circle back, if needed. 

[buffaloharborcr]

I saw that as a new feature and will check it out.  My issue is as a Sightseeing boat the Admin/Service fee is only added to food options.  But then we want an Admin/Service fee to ALSO be charged the whole invoice when paying for a card.  Is there a possibility of this?

[Arie]

Hi @buffaloharborcr,

Service charges can't be applied to Square Invoices at the moment, but you could consider creating an item to account for your admin fee when sending out invoices. Please let us know if this could be a workaround for your business! 

[AtticsofMyLife]

We are a retail store with also a custom furniture side. Im in Delaware (tax free) and wondering

how to add amount on custom work. when amount is high in retail store and/or custom build. id rather throw the cc charges back to customer. I saw the tax add in this thread. but wondering how that works when state is tax free?

[Kassi_]

Hey there, @AtticsofMyLife - 

You can create one of those taxes to add a charge you wish. I know it shows as a tax, but other sellers have used it creating a type of surcharge. 

Please let me know if you have any other questions.

[BBRImports]

ive tried this, but when i click SERVICE CHARGES, it takes me back to my summary screen. kinda lost here.

thanks

[FTLMessengers]

I don't sell retail items, but services.  I have set up my "tax rule" to have my clients pay your fee - I would like to see a flat fee per transaction amount instead of line amount.  I would also like to see a way to delete the tax for clients who pay by check - this is one hot mess to work with otherwise.

[Kassi_]

Appreciate the question @FTLMessengers - 

I moved your post to a thread where service charges have been discussed. Check out the Best Answer by Isabelle for more information on setting that up. It looks to be what you're looking for. 

You have the option to remove the tax in the app using these steps. If you use the Virtual Terminal on your Dashboard, you will simply uncheck the box of the tax you want removed. 

App:

1. Add Item(s) to the ticket

2. Click Current Sale 

3. Click the Tax

4. Click the red "X" on the right to remove it. 

Please let me know if you have any other questions.

[MomonaChico]

I'm able to create the service charge (%) but am unable to add it as a button on our POS for Square for Restaurants. How can we do this?

[Kassi_]

Welcome to the Community, @MomonaChico - 

I want to gather some more information on how you set up the service charge to make sure I am heading in the right direction. 

Did you want the service charge on a specific item or the entire transaction?

When you created it, did you do this through your Dashboard? If so, you may need to log out of your device and back in so it can update. 

I will keep an eye out for your reply👀. 

[Barceloneta]

Hi Kassie 

We are still looking for multiple service charge options (ex: we would like a 6% default added to each transaction but on occasion we want to select a 20% service charge). Please allow us to select from multiple service charges. 

[Kassi_]

@Barceloneta - 

You can create as many service charges or taxes as you need to. They can be added to specific items or categories, so they are automatically added to the transaction. 

Or you can add them directly to the transaction you wish. 

Check out more information about Service Charges, here. Another option would be adding Sales Taxes instead. 

[Barceloneta]

You can create multiple auto gratuities? I do not see this feature within the service settings. 

[Frida]

Hey there @Barceloneta, stepping in here for @Kassi_ while she is away.

Just to help clear up some info here, in reading your example above, you would not be able to toggle between various service charges at point of sale.
 

Once you create them within your settings, that is how your customers will be charged at check out. There is no feature that allows you to toggle between different ones.
 

What Kassi was referring to is that yes you are able to create multiple service charges, but they will all show up at check out. You can not choose which ones to add at check out.

The only work around I can provide is that you create these charges as an item then apply them accordingly. Not sure if that works for you but you can test it out 😊. 

[Barceloneta]

Thanks Frida. I can see how multiple auto gratuities could be helpful given that there is no option for a default auto gratuity that can be overridden with a variable gratuity on checkout. 

[Frida]

@Barceloneta Absolutely! I'll be sure to flag your feedback to our product team as well. You never know when this can update in the future. 😊

[ddywz]

Was trying to implement Service Charges to offset the square fees and pass those charges to the buyer.  Because these charges are by % and by $ value I created four service charges.  Here is why:

Local service charge 1 for 2.6%   - This is needed when purchase is done via Square Terminal.

Local service charge 2 for $0.10  - This is needed when purchase is done via Square Terminal.

OnLine service charge 3 for 2.9% - This is needed when purchase is done via Web remotely

OnLine service charge 4 for $0.30 - This is needed when purchase is done via Web remotely

Was able to associate the OnLine service charges 3 and 4 with On-line purchases that are done from Online checkout links that I have setup for the items in the library.  So far so good. 

I see the charges added to the items that are ordered on-line.

Issue 1:

I cannot find a way to associate Local service charges 1 and 2 when the item is purchased locally using the Square Terminal.  I can add the service charges manually but would like these service charges to be added automatically same as when these items are purchased on-line.

The issue I see with adding manually is that when you tap on Service Charges on Square terminal I see all 4 service charges and one has to be careful and add only those that apply (only 1 and 2).  Is there a way to hide service charge 3 and 4 from square terminal since they are not needed for local purchases?

Issue 2:

While the service charges are added automatically for "Sell item" category, they are not added to "Ask for donation" or "Collect a payment" forms that you create on online checkout panel.  How do I associate service charge 3 and 4 with these forms?

Issue 3:

After service charge 3 and 4 were automatically added with the on-line test purchase I did I see that the math is wrong. I bought 3 candles, $1 each  I expected that the fees (2.9% +0.30) would be compensated from the service charge 3 and 4 that I build and would see a deposit of $3 in the bank. Instead I see a deposit of $2.99.

On transaction view from square dashboard I see this:

Why is square charging 3% and not 2.9% as the API says in the bottom?

I called support yesterday and today but they were not able to provide any solutions for any of the questions.

Does anyone know the answer to these?

Thank you in advance.

[Tonyramos71]

Is there a way I can charge a fee as a percentage of each sale for customers who use credit/debit cards so I'm not losing money for credit cards processing fees? Is rather the customer assume those fees rather then me.

[Minion]

Hi @Tonyramos71 

Have a look here on how to enable and setup surcharges.

[ColonelMustard]

Things are tight for restaurants these days and I get offers every week from other services offering to process your credit cards at NO COST TO YOU!  What they are doing is passing that charge on to your customers. No big innovation or secret.  

Is there a way to do this in Square?