Pass Credit Card Fees to Your Customers

Learn how to save money by passing credit card fees on to your customers.

Written By Melanie

Updated on October 7th, 2024

You have the option to pass credit card fees onto your customers instead of covering them yourself. This guide will walk you through setting up a surcharge on your account to make this adjustment. 

 

Want to set up additional Taxes/Surcharges?

Check out our walkthrough on Setting Up Taxes & Surcharges

 

 

 

How to Set Up a Surcharge for Credit Card Fees 

  • Select More > Discover More from the toolbar

 

  • Choose Taxes & Surcharges from the Setup & Configuration menu 

 

  • Choose "Enable this Tax/Surcharge" under an available Tax tab

 

  • Add a Label for your surcharge (e.g. “Credit Card Fees”) 

 

  • We recommend setting up a variable percentage of 3% to cover credit card fees, however, you can choose any amount you'd like 

 

  • Choose the activities where you'd like to apply credit card fees 

 

  • Select the products (if applicable) where you want to apply credit card fees 

 

  • Choose the channels where you'd like to apply credit card fees. Channels refer to the Trip Methods, or how the trip is booked. If the fees do not apply to all or specific channels, simply leave the box unchecked
    • E-commerce Trips: Apply credit card fees to all trips created through your website (also known as an “online” or “e-commerce” trip) 
    • Walk-Up Trips: Apply credit card fees to all trips created by a team member (also known as an “offline” or “walk-up” trip) 
    • Offline Resellers: Apply credit card fees to all trips created by a partner (also known as a “private partner” or “offline reseller”)
    • OTAs (Online Travel Agencies): Apply credit card fees to all trips created by an OTA (such as Viator, Get Your Guide, Expedia etc.)

 

  • Choose (optional) Advanced Options 
    • Tax/Surcharge is Earned Income: Choose this option to include the credit card fees in your Net Sale figures on your reports
    • Include Tax/Surcharge in Price: Select this option if you want the credit card fees to be included in the total amount due at checkout, instead of a separate line item 

 

  • Select Save