Configure Surcharges for selected Document Themes
- Go to Settings > Document Themes
- Select a Document Theme
- Select the Invoices tab
- Use the toggle labelled Default to pass Stripe payment fees on to customers as a processing fee
- All invoices using this Document Theme will now be set to pass on the Stripe payment fee as a surcharge, by default.
Configure Surcharges for individual invoices:
You have further control at an invoice level using the Pass surcharge on to customer toggle, shown below on an invoice detail page.
Note for UK: The UK Consumer Rights (Payment Surcharges) Regulations 2012 Regulations prohibit merchants from charging extra fees beyond the advertised price based on the consumer's payment method (e.g., credit card, debit card, or electronic currency).
Additional Information
See more details on Stripe and the fees here: Using Stripe Credit Card Payments in Tradify
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