Convenience Fees Reporting (How-To)

Article Details

Summary

This article shows admins where to find convenience fees in the Revenue by Date report, the Account Codes page, and the Sales Receipt report.

Before You Begin

Notice: Convenience Fees are only available if you use Gingr Payments Integrated Credit Card Processing.

Important: The ¤4.50 convenience fee (¤ = universal currency symbol) is a fixed amount, not a percentage of the transaction. The system sets this fee and you cannot change it.

Steps

View Convenience Fees in the Revenue by Date Report

  1. Go to Reports and More » Reports in the left-hand navigation.

  2. Select Revenue by Date Report.

  3. Go to Charges » Charges by Open Line Item Type. Convenience fees appear in this list.

    The Charges by Open Line Item Type table listing convenience fees.

View Convenience Fees Through Account Codes

  1. Go to Admin » Account Codes in the left-hand navigation.

  2. Select + New Top Level Account Code to create an account code for convenience fees.

    The Account Codes page with assignable items.
  3. Drag the Convenience Fees open line item type onto the new account code.

  4. Go back to the Revenue by Date Report.

  5. Go to Charges » Charges by Account Code. Convenience fees appear under your new account code.

    The Charges by Account Code table and pie chart.

View Convenience Fees in the Sales Receipt Report

  1. Go to Reports and More » Reports in the left-hand navigation.

  2. Select Sales Receipt Report. Convenience fees appear in two places.

  3. Find the fees under the Credit column at Revenue » {{Account Code Type}}.

    A sales receipt with the convenience fees highlighted.
  4. Find the fees under the Debit column at {{Gingr Payments Payment Method}} Received » Included in totals.

    A payment summary showing the amounts received.

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