![]() 1. Once the surcharge feature is activated in your system, the first step is to set the surcharge percentage you wish to apply to patients paying with a credit card (for both card-present and card-not-present transactions). To set this up, navigate to Update Info > Facility tab and enter the surcharge percentage in the Credit Card Surcharge field. You can also select your preferred label from the dropdown menu. |
![]() 2. When processing a payment through the terminal device or CNP transactions, the system will display a modal prompting you to select the card type— debit card, credit card, or other. Based on your selection, it will calculate and display the surcharge amount (according to the percentage configured in the Facility tab) that the patient will be responsible for. ![]() Note: We have added the Card Type modal screen for CNP payments and terminal-based transactions made via invoices, Patient credits, Membership Payments, Membership Recurring Payments, Initiate Payment from the scheduler, and the Online Appointment Portal. Additionally, the system will exclude the surcharge for debit card transactions. |
![]() 3. The surcharged amount will appear in the "Surcharge" field within both the Invoice Payment section and the Invoice Summary section after a successful CNP or terminal transaction. ![]() For cash or debit card transactions, no surcharge will be applied; therefore, the Surcharge field in the Invoice Payment section and the Invoice Summary screen will display an amount of 0. |
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