Last updated 23/02/2022
Cin7's Payment Portal allows you to accept immediate payments and enforce a surcharge fee to your customers.
When your customer attempts to make a payment via the Cin7 Payment Portal, they will be notified with the total of their order which will also include an applicable surcharge fee.
There are two main steps for setting up the Payment Portal with Surcharging:
To be able to accept payments, you must first set up a payment gateway. These are third-party services that will process payments on your behalf.
The Cin7 Payment Portal works best with Stripe but other options are available.
To connect a Payment Gateway to Cin7's payment portal, please refer the following articles
In order to enforce a Surcharge fee to your customers, you must update your Payment Portal Configuration settings.
Setup and Configuration
Please note that there are restrictions on charging your customers a processing fee.
Ensure that you understand and comply with the requirements in the regions you receive payments from, as it is your responsibility to comply with applicable laws concerning surcharging.
Cin7 is not responsible for failure to oblige by the applicable laws concerning surcharging.
Before you begin enforcing the surcharge fee to your customers, a test transaction is recommended. To make a test transaction:
Charges for Test Transactions
Cin7 Transaction fees will not be charged on test payments with a value of less than 4 in the following currencies: USD, NZD, AUD, CAD, GBP, EUR.
Standard Cin7 transaction fees of 0.35%+ 29¢ will apply for all other transactions.
With having a surcharge enabled for your Payment Portal payments, it most likely will become apparent that you and your customers may need some visibility regarding how much of a payment was distributed across the order and the surcharge fee. You can do this by emailing a Transaction Summary document to your customer as part of the automated email that gets sent when a successful payment has been recorded.
Transaction Summary Document
If you'd like to be able to access the Transaction Summary, similar to your other standard document templates, contact Cin7 Support.
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