There are numerous fees associated with running your business, which can erode your revenue and create uncertainty as charges fluctuate. Passing these costs to customers is becoming more common across all industries, so follow these steps to configure this option inside your CRM.

Navigate to the Settings tab within the Payments section and select Miscellaneous Charges. There, toggle “Enable passing processing charges to customers.” Enter the charge details, select the sections where the charge should be applied, then click Save.

When managing your products, the additional charge can be added manually. For customers, this charge will be included in their total with a clear disclosure of the added charge.

Passing these costs to customers can help you increase cost recovery while building trust by displaying the charges transparently.

Frequently Asked Questions #

Where do I enable additional fees for customer payments? #

Go to the Settings tab within the Payments section, select Miscellaneous Charges, and toggle on “Enable passing processing charges to customers.”

Can I choose where the additional charge applies? #

Yes. When configuring the charge, you can select the sections where it should be applied before clicking Save.

Will customers know about the added fee? #

Yes. The charge is included in the customer’s total with a clear disclosure of the added amount, keeping the process transparent.

Can I add the fee manually to a product? #

Yes. When managing your products, the additional charge can be added manually.

Why would I pass processing charges to customers? #

Passing these costs helps you recover fees associated with running your business while maintaining customer trust through transparent disclosure.

Do I need to save the configuration for it to take effect? #

Yes. After entering the charge details and selecting the applicable sections, click Save to apply the settings.