As a business, you may choose to add additional fees to your product or service. For example, you might need to add a service fee or admin fee. With HitPay POS, you can easily create and manage additional fees with our Surcharge feature.
Start using the Surcharge feature on HitPay:
1) Create a Surcharge via Settings
Step 1: Click the Hamburger Menu icon on the top left corner of the app.
Step 2: Click the Settings menu > Surcharges
Step 3: Click the + button to create a new surcharge
Step 4: Key in surcharge details including:
- Surcharge rate
- If the surcharge should be applied to checkout by default
Step 5: You will see your list of newly created surcharges as a list under the Surcharges page:
2) Apply a Surcharge at Checkout
Step 1: Create a Quick Sale / Products charge on the HitPay app or HitPay web dashboard
Step 2: After selecting your chosen payment method, you will be brought to the Checkout page. If you have set a default Surcharge, it will be added to the total amount at Checkout.
If none of the Surcharge(s) is set to be applied to checkout by default, the Add Surcharge button will show up.
Step 3: Click Add Surcharge:
Step 4: If you have previously created Surcharge(s), you will view a list of Surcharges. Otherwise, you will be prompted to create a new Surcharge.
Step 5: Swipe left on an existing Surcharge to edit its details.
Step 6: To apply a Surcharge, check to select the Surcharge(s) you would like to apply and click Apply.
Step 7: Once applied, the Surcharge and corresponding amounts will be shown on the Checkout page. The surcharge amounts will be added to the Total.
Step 8: To remove a surcharge, click on the list of surcharges and deselect the surcharge(s) you would like to remove from the checkout. When done, click Apply.
3) Automatically add a Surcharge to Checkout
Step 1: When creating a Surcharge from Settings / Checkout page, make sure the "Apply to checkout by default" toggle is turned on.
Step 2: In the list of Surcharges, you can see a checkmark indicating that the Surcharge created is applied to Checkout by default.
Step 3: When you charge your next payment, the surcharge will be automatically added to the checkout page by default.
4) Surcharge Calculations
How is surcharge calculated?
A percentage surcharge calculates the surcharge amount based on the product total or quick sale total.
For example, for Products:
- Product A = $60.00
- Product B = $40.00
- Product Total = $100.00
- Surcharge 10% = $10.00
For example, for Quick Sale:
- Quick Sale Total = $100.00
- Surcharge 10% = $10.00
How will discounts affect surcharge fees?
A percentage surcharge calculates the surcharge amount based on the PRE-DISCOUNT total amount.
Calculate the surcharge on the pre-discount check total: $10.00 * 10% = $1.00
Add the service charge of $1.00 to the check total: $10.00 + $1.00 = $11.00
Deduct the $2.00 discount from the adjusted check total: $11.00 - $2.00 = $9.00 (final check total)