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Must know
  • On top of the service fee: a surcharge is added to every checkout and invoice payment, every renewal, or both, made with the payment rail you choose. You can’t limit it to certain items.
  • Limits: a percent up to 10% or a fixed amount up to $500.00.
  • Canada: disclosure text is required, and card surcharges above 2.4% trigger a warning.
  • Deactivating stops it for new payments and renewals; past invoices keep it.
Can I charge a percentage fee? Yes, such as 1.5%, or a flat amount. A surcharge follows the payment method, not the item, so you can’t limit it to registrations or memberships. Where to find it. Go to Settings > Financials > Checkout & Taxes, find the Surcharges card and click Add surcharge (Add your first surcharge if the list is empty).
1

Name it and set the value

Enter a Name (up to 100 characters). Pick % or **∗∗under∗∗Type∗∗andentera∗∗Value∗∗:apercentupto10** under **Type** and enter a **Value**: a percent up to 10%, or a fixed amount up to 500.00.
2

Choose the rail and where it applies

Set Payment rail to Any method, Card or Bank. Under Applies to, Checkout & invoices and Renewals both start checked; keep at least one.
3

Add a GL code and disclosure text

Optionally pick a GL code. Enter Disclosure text, shown as small print when a family pays. Canadian clubs must fill it in.
4

Save

Leave Active on, then click Create.
Canada’s card cap. A percent surcharge above 2.4% on Card or Any method still saves, with the warning “This surcharge exceeds Visa/Mastercard’s 2.4% cap on card surcharges in Canada.” How it’s priced. A surcharge uses the same base as your service fee (the subtotal after discounts, plus tax when families pay it), for the method the family pays with. Renewals use the card or bank account on file. Surcharges don’t compound and aren’t taxed. The processing fee on your payout is worked out on the full amount, surcharge included. When it isn’t charged. Payments by cash or e-transfer carry no surcharge, and the point of sale never adds one. An order paid in full with gift cards or account credit skips Card and Bank surcharges, but an Any method surcharge still applies. What families see. Surcharges join your service fee in one Fees row at checkout and invoice pay, with an info icon that breaks it down. Receipts list each surcharge by name, such as “Card processing recovery (2%)”. Managing surcharges. The table shows Name, Value, Rail, Applies to and Status (Active or Inactive). Click a row to edit it, then Save changes. To stop one, choose Deactivate in the row’s menu and confirm with Deactivate: “[name] will stop applying to new payments and renewals. Past invoices already carrying this surcharge are unaffected.” There’s no delete. To restart one, open it, switch Active on and save. Adding or changing one needs the Edit Settings permission. Related: How do I choose payment methods and add a service fee? · Who pays payment processing fees on my sales? · How do I assign a GL code to a program or product? · How do I set up sales tax at checkout?