To charge Users transaction fees such as credit card fees, follow the steps below:
Click on Settings from the left-hand menu
Under Features, select Invoicing
Click Payment policy
Click Configure Transaction Fees under Payment gateway transaction fees
Enable Add transaction fees and specify the amount that you'd to charge your Users for each transaction
Click Save
Note: Within the invoice, Optix will show the transaction fee based on the User's current default payment method OR the last payment attempt (if the User chose a different payment method)
Note: The fee that the User will pay is based on the type of payment method used for the particular payment. This means that if the User is using a credit card, they will only be charged the transaction fee that you have specified under the 'Credit Card Fee' field.
If the User pays using a bank account (ACH), they will only be charged a fee if you’ve configured one under the ‘Bank Account Fee’ field — and this option will only appear if ACH is enabled in your Stripe payment gateway settings. Make sure the relevant payment methods are enabled in Stripe before configuring any transaction fees in Optix.
Need more info on Invoices?