• Contents

Setting up Cin7's Payment Portal with a Surcharge Fee

Last updated 23/02/2022

Cin7's Payment Portal allows you to accept credit cards for immediate payment from your customers while enforcing a surcharge fee.

Overview


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:

  • Connecting a Payment Gateway
  • Implementing a Surcharge Percentage Fee

Connecting a Payment Gateway


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

 

Setup Payment Portal Now

Implementing a Surcharge Percentage Fee


In order to enforce a Surcharge fee to your customers, you must update your Payment Portal Configuration settings. 

Setup and Configuration

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. From the Setup menu, select Payment Portal Configuration.
  3. From the Surcharge Settings tab, select Apply a surcharge when the payer makes a payment.
  4. Specify a Surcharge percentage fee that will apply to all payments made via the Cin7 Payment Portal.
  5. Save changes by selecting Update.
  6. From the left navigation menu, select the Refresh button at the bottom left.
  7. This adds a new module to your Cin7 account called Fees Recovery under Accounting, which will detail the surcharge amount that was applied to each payment made by your customers.

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.

Testing the Payment Portal - Surcharge


Before you begin enforcing the surcharge fee to your customers, a test transaction is recommended. To make a test transaction:

  1. Create a Sale using the Sales Order module as usual.
  2. Select Pay Now from the Sales Order Admin page.
  3. Choose the amount that you wish to pay.
  4. Make a payment with your Credit Card.
  5. Wait to be redirected to the Payment Success screen.
  6. Check the respective Sales Order and make sure that the payment (excluding the surcharge fee) is recorded against the Sales Order.
  7. On the Sales Order Admin page, there will be a new section called Linked Transactions that will appear. From it, you can see all the Fees Recovery order references that pertain to this order.
  8. You can also search for the respective Fees Recovery order reference under the Fees Recovery module, which contains the surcharge amount that was paid.

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.

Emailing a Transaction Summary


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.

  1. While logged in as an Administrator, select your username in top right and then select Settings.
  2. From the Setup menu, select Payment Portal Configuration.
  3. From the Surcharge Settings tab, select Email Transaction Summary to payer?
  4. Select Update to save changes.

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.