Convenience Fees Reporting (How-To)

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Before You Begin

Notice:  Convenience Fees are only available for those utilizing 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. This fee is hardwired into the system and cannot be modified.

 

Viewing Convenience Fees in the Revenue by Date Report

  1. Navigate to Left-hand Navigation: Reports and More » Reports.

  2. Select Revenue by Date Report.

  3. The convenience fees will be listed under Charges » Charges by Open Line Item Type:

    Charges by Open Line Item Type table

 

Viewing Convenience Fees through Account Codes

  1. Navigate to Left-hand Navigation: Admin » Account Codes.

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

    Account codes and assignable items interface

  3. Select, drag, and drop the Convenience Fees open line item type to this new account code.

  4. Navigate back to the Revenue by Date Report » Charges » Charges by Account Code:

    Charges by Account Code table and pie chart.

 

Viewing Convenience Fees in the Sales Receipt Report

  1. Navigate to Left-hand Navigation: Reports and More » Reports.

  2. Select Sales Receipt Report.

  3. Convenience fees will show under the following sections:

    • Under the Credit Column: Revenue » {{Account Code Type}}: 

      Sales receipt with convenience fees highlighted.

    • Under the Debit Column: {{Gingr Payments Payment Method}} Received » Included in totals:

      Payment summary with amounts received.

 

Related Resources

 

 

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