Credit Card Fees

[Denee]

As of today, Canadian businesses are legally permitted to charge credit card processing fees for customers using credit cards for purchases. https://www.cbc.ca/news/business/credit-card-surcharge-shop-1.6606997 I am looking for a way I can have this automatically added to invoices. e.g. an "if, then, else" statement that automatically adds a percentage to the invoice total, if the payment type selected is a credit card. 

[jhiner]

 This has been posted as an idea...if you have not voted on it...go do it so it will work its way into future solution. Here is the link: https://community.servicetitan.com/t5/Ideas/bd-p/ideas

[jhiner]

Use COMMUNITY-I-117 to find idea

[danieljr921]

How do I get to discounts and fees function?

[JessicaSmith]

If you don't already have that config turned on, you'll have to speak to your CSM!

[JessicaSmith]

This is not a feature that exists right now. Your techs would have to manually add the fee. You can share this idea with ServiceTitan's Product team via the Ideas board. Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so we can upvote your idea!

At the top of this screen, click on the IDEAS heading. Then click the ADD A NEW IDEA button.

[Marionk]

How would the tech manually add the fee?

[JessicaSmith]

If you are using the discounts & fees function, you can create a fee for a percentage. When the tech finds the customer is using a card they could add the "Credit Card Fee" for whatever percentage you've determined and it will increase the invoice.

[Jmitchell]

What if there is no job yet and the customer is paying a deposit. Or if they are paying with different payment methods ie check/cash etc 

[vha9215]

I will wait for Denee to add the idea and then add my vote! Thanks!